Succession Planning Roadshow 2022

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Hilton Sydney

488 George Street

Sydney, NSW 2000

Australia

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Find out how to make Business Succession and Exit Planning a profitable value add for your practice.

About this event

Due to increasing numbers of COVID cases in the country, we have made the unfortunate, but necessary decision, to turn our roadshow into a purely online event on 4th Feb. Use the link below to register for the livestream.

https://www.eventbrite.com.au/e/succession-planning-intensive-livestream-2022-tickets-205438551237

Craig West (CEO, Succession Plus), Grant Abbott (Director, LightYear Docs) and Michael Jeffriess ( Director, I Love Accounting) have specifically designed this workshop to provide attendees with the tools, tips, and skillset to bounce back from COVID lockdowns and plan for the next phase.

Advisers will receive 6 CPD points. The full day schedule will include:

  • Client case study to demonstrate our 21-Step Business Succession and Exit Planning Process
  • The various exit options and how they work for different businesses
  • How to use the Business Insights Reports to work with business owners on strategic advisory
  • Tips and tricks to help clients understand the best way to build their business to attract a strategic buyer
  • How employee equity incentive plans can be used to attract, motivate, retain & recruit key staff
  • Key factors to help clients introduce a remuneration strategy to have employees thinking and acting like business owners
  • How to use a self-managed superfund (SMSF) as part of a succession plan
  • How to use a self-managed superfund to protect, maximise, and manage wealth
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Date and time

Location

Hilton Sydney

488 George Street

Sydney, NSW 2000

Australia

View Map

Refund policy

Contact the organiser to request a refund.

Eventbrite's fee is nonrefundable.

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Organiser Succession Plus

Organiser of Succession Planning Roadshow 2022

Succession Plus is a boutique consulting and advisory firm for small and mid-size businesses. We combine our deep expertise in Strategic Business Succession and Exit Planning with unique Intellectual Property and processes to help business owners maximise the value contained within their businesses and achieve a successful exit.

Succession Plus also partners with other business, accounting, financial, and legal advisors who are looking to expand their value offering to business clients through succession planning tools.


Contact Us

Australia: NSW | VIC | SA | WA | QLD | ACT
admin@successionplus.com.au
1300 665 473

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