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Our 21 step process www.successionplus.com.au
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21 Step Process Introduction
Partner name
Succession Plus is the largest Succession and Exit advisory practice in Australia.
A large component to our success is our proprietary 21 Step process to maximise business value and achieve a successful exit.
Over 3 months we concentrate on making sure you have the right ownership structure in place as well as developing plans to manage unforeseen events like accidents, sickness and death.
The Business
Risks:• Death• Disability • Divorce• Death
Risks:• Key people being sick, injured, or
in dispute• Employees doing the wrong thing• Customer or supplier legal action• Public injury claims
Layer of protection by Stage Two
Business Owners
We help you determine what your retirement needs and expectations are, and make sure you’ve got a plan that’s well aligned to your needs.
The keys to Employee Engagement
Then we concentrate on building the value in the business through our extensive tools, templates and expertise.
In this stage we help you work through the following:
• Last dollars you will ever earn
• Life after business
• Now a different problem
• Illness, divorce, children
• Update wills
• Enduring power of attorney
• Philanthropy
Next step: Insight Report
Further information on our website:
www.successionplus.com.au
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