In the past, succession planning may have been the messy offering that you’d refer to a specialist colleague. With Succession Plus’ 5-Stage Business Succession & Exit Planning Program, we’ve removed the complexity to make this a highly profitable offering to provide in-house, and a superb value-add for clients.
Backed by a decade of development and testing, we’ve created a step-by-step template which simplifies the entire process, including how to charge for succession planning.
Accredited Advisors help clients identify, protect, maximize and extract the value from their business. With Baby Boomers heading toward retirement age, an estimated $14-trillion will change hands in the next decade. We’re searching for CEPAs, CExPs, CFOs, accountants and business coaches who are ready to become Accredited Advisors, to assist clients with exit planning.
Success in succession
Founded in 2009 by strategic accountant, Dr. Craig West, Succession Plus is a business succession and exit planning consulting firm with offices in the U.S., Australia, the United Kingdom, and New Zealand. Our mission is to help small and mid-market business owners maximize the value of their business and achieve a successful exit.
Benefits of becoming an Accredited Advisor
Tools
Online access to our 21-Step Business Succession & Exit Planning tools, templates, checklists, delivery guidelines, eBooks, case studies and articles. Everything you need!
Revenue Stream
Access to a turnkey exit planning revenue stream with existing clients and support for attracting new clients who need assistance with succession planning.
Support
Training via online webinars as well as direct support and coaching provided by a Succession Plus partner. Full access to marketing support, including social media.
Why the 5 Stage Program works
An appropriate exit strategy or succession plan maps out and considers every aspect of a business. Considering these factors allows you to design the best approach to maximize the business’ value and achieve a successful exit.
Our proprietary 5-Stage process allows you to look strategically at your client’s business and the marketplace in which it operates. The process also helps you to understand a client’s professional and personal goals to ensure your plan aligns with their objectives.
Using the 5-Stage Program allows you to easily plan, in detail, everything from staged payments, to superannuation contributions and Capital Gains Tax concessions.
Who are we looking for?
- Financial Planners
- Business Coaches
- Accountants
- Lawyers