SuccessionPlan Austraila Pty Ltd (ABN 78 102 761 991) is an independent financial services firm established in 2002. We are acutely aware of the special needs of owner-managed businesses.
SuccessionPlan™ addresses the exit and succession planning needs of owner managed businesses by helping to:
· Clarify and reality test your exit goals and expectations
· Estimate the value of your business
· Convert the value of your business to cash by sale to a 3rd party; or
· Transfer it to co-owners, employees or family as may be appropriate.
· Groom your business so you can leave in style in on your terms when you are ready.
· Develop effective business sustainability, continuity and contingency strategies
· Estimate your financial position after sale or withdrawal from business and during retirement.
· Review your estate planning to satisfy business, personal and family needs.
It’s not always easy to get qualified independent objective advice. SuccessionPlan™ was established to address this need by providing an independent facility that any business can afford, delivered by carefully selected well trained advisers.
SuccessionPlan™ addresses the exit and succession planning needs of owner managed businesses by helping to:
· Clarify and reality test your exit goals and expectations
· Estimate the value of your business
· Convert the value of your business to cash by sale to a 3rd party; or
· Transfer it to co-owners, employees or family as may be appropriate.
· Groom your business so you can leave in style in on your terms when you are ready.
· Develop effective business sustainability, continuity and contingency strategies
· Estimate your financial position after sale or withdrawal from business and during retirement.
· Review your estate planning to satisfy business, personal and family needs.
It’s not always easy to get qualified independent objective advice. SuccessionPlan™ was established to address this need by providing an independent facility that any business can afford, delivered by carefully selected well trained advisers.
Our
role is not to replace your existing professional advisers but, using
the unique perspective our process gives us we are able to co-ordinate
the efforts of accountants, lawyers and financial planners to secure the
long-term future of your business - for the benefit of all involved.
SuccessionPlan Australia Pty Ltd
Contact Information:
Within Australia:........ 1800 010 352
New Zealand 09 309 6092 or 027 509 2313 www.successionplan.co.nz
International:.............+64 9 309 6092 or +64 275 092 313 www.bizexitstrategy.com
SuccessionPlan Australia Pty Ltd
Contact Information:
Within Australia:........ 1800 010 352
New Zealand 09 309 6092 or 027 509 2313 www.successionplan.co.nz
International:.............+64 9 309 6092 or +64 275 092 313 www.bizexitstrategy.com