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

The Exit Like a Boss Podcast

PREPARE FOR YOUR BIGGEST EVER BUSINESS DEAL

There is one guarantee you have as a business owner: one day you’re going to leave the business. The question is, will it be on your terms?

This free 21-day audio guide has been developed to give you the foundations to get the best outcome and maximum value when you eventually exit.

Find out more about this challenge

Succession+ Newsroom

35 min read

Nov 24, 2023 | Podcasts

Maximise Your Exit Strategy: The Benefits of Employee Ownership Trusts (EOTs) for Business Owners – Richard Cowley

26 min read

Nov 17, 2023 | Podcasts

Preparing for a Successful Exit: Unlocking Maximum Value in Your Business with Channing Hamlet

32 min read

Nov 10, 2023 | Podcasts

Maximising Business Value: Systemisation and Team Optimisation Tips from Lloyd Thompson

4 min read

Nov 8, 2023 | Blog

Navigating the Future with Health and Wealth

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