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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