Succession PlusCompany Overview

Partner name

Sydney, NSWCraig West – Founder & CEOB.Bus (Mgmt), M.Bus (Acct/Fin), M.Tax Law, CPA, CEPA

Sydney, NSWMark Flack – PartnerB.Bus (Acct)

Melbourne, VicGreg Johnson – PartnerB. Bus (Acct), CPA, CEPA

Perth, WAWayne Mandic – PartnerB. Bus (Acct), CPA, CEPA

Adelaide, SABevan Roberts – PartnerMREI, GAICD, MAIBB, CEPA

Leadership teamAustralia

Sunshine Coast, QldDon Poole – PartnerB. Bus (Acct), CPA, CTA, CEPA

Brisbane, QldScott Patterson – PartnerB. Bus (Acct), GAICD, AssocDip (Farm & Grazing) CEPA

Perth,WA

Adelaide,SA

Melbourne,VIC

Sydney,NSW

South East QLD

Succession Plus is the largest succession planning specialist firm in Australia, enabling clients to sell, retire or transfer ownership on their term, whilst still maximising returns.

Offices

Cleveland, OhioMike Fischer2012 Exit of the Year Award recipient

Cleveland, OhioChris Snider – Partner CEO & President of the Exit Planning Institute (Globally)

Aspire PlusUnited States

Cleveland, Ohio

OfficesChicago,

Illinois(planned)

Indianapolis, Indiana(planned)

Succession Plus has been helping hard-working business owners through the Succession Planning process for 10 years. The process has 5 stages and 21 steps.

10 out of the 36 Certified Exit Planning Advisors in Australia are part of the Succession Plus team.

Credibility

In the media

A critically acclaimed book series and countless other features in national publications

How to maximize value

Business Valuation

Succession Plus gives insight into how many our clients’ business is worth, providing the information they need to make important decisions on the next steps they need to take. We identify and correct any gaps that undermine the value of the business, work out how sellable the business is right now and enable clients to be ready for any opportunities that may arise.

Employee engagement &

share plans

Succession Plus works closely with our clients to increase the productivity and retention benefits by inviting employees to invest in the business through self-funding incentive plans. Clients are empowered with the knowledge of the best ways to structure their business so that everyone wins. At the same time they can retain as much or as little operational control as they want whilst preserving their business.

Succession & Exit Planning

Regardless of how close or far away the decision to move on from their business, our clients have a solid plan in place, ensuring the exit is in their control and they can capitalise on the full value of all their hard work. Succession Plus works with our clients to secure their future income, provide a smooth transition for their team and also minimise their tax. It’s never too early or late to start planning your succession.

Testimonials

What Next?Further information on our website:

www.successionplus.com.au

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Partner name

1300 665 473

person@successionplus.com.au

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