Over the last ten years, our 21-step process has helped over 600 business owners maximise the value of their business and achieve a successful exit.

Valuation tool for Accountants

Get SME valuation reports for your clients

What are my exit options?

Find out your best options for sale, growth or succession

Implement an Employee Share Scheme

Attract, retain and motivate your key people

An ESS in action

Employee Share Schemes

Increase productivity and maximise employee retention: an innovative way to gain productivity and retention benefits is to invite employees to invest in your business through a share plan.

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Succession+ Newsroom

1 min read

Mar 17, 2023 | Podcasts

Funding to Support Employee Ownership Trusts with Oliver Wilson

2 min read

Feb 17, 2023 | Podcasts

Life After the Military: Jason Skeesick’s Journey to Building a Thriving CrossFit Gym

2 min read

Feb 10, 2023 | Podcasts

The Potential of Employee Ownership Trusts with Simon Morton

2 min read

Jan 27, 2023 | Podcasts

Maximize Your Exit Value with Jerome Fogel: Avoiding M&A Mistakes

Join one of our free webinars to maximise the value of your business.

Our Succession Planning Services are about getting three things right at the same time – the business, the owners and the finances – business and family – to ensure the best possible exit outcomes for all stakeholders.

Business Planning

We ensure a business is ready for a handover (sale, growth or succession) - risk managed, assets protected, policy and procedures in place, corporate governance is well managed and documented, the management team is locked in & well incentivised and sales & marketing is an automated machine to drive growth.

Financial Planning

We ensure that the finances are all sorted - personal debt is paid off, assets are protected, the business is not reliant on owners’ personal assets to secure funding, the business has a sustainable profit model and reporting framework.

Owner Planning

We work with the business owners so they well prepared for the next step - retirement, the next business, transitioning to family ownership and a board role.

I am happy to recommend Succession Plus as a company that recognises the value in business potential and is prepared to shoot for it.

Rodney Hyman
RHAS

Have seen & recommend Succession Plus’s Employee engagement seminar.

Michael Pascoe
Financial Journalist - Sydney Morning Herald

Over the last ten years, our 21-step process has helped over 600 business owners maximise the value of their business and achieve a successful exit.

Valuation tool for Accountants

What are my exit options?

Implement an Employee Share Scheme

Employee Share Schemes

Succession+ Newsroom

Join one of our free webinars to maximise the value of your business.

Our Succession Planning Services are about getting three things right at the same time – the business, the owners and the finances – business and family – to ensure the best possible exit outcomes for all stakeholders.

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