Succession Planning Services
Succession Plus provide proactive advice to business owners to help them design and implement a Succession Planning model & exit strategy to deliver maximum business value when you are ready to exit. The key elements to deliver this successful outcome are a combination of – Succession Planning, Business Valuation, Employee Share Ownership Plans (ESOP), Strategic Business Planning and Capital Gains Tax (CGT).
Business Valuation – How much is my business worth?
Very few business owners know the actual value of their business and more importantly how that value is really determined – this is a key aspect of exit planning – what are the key value drivers of your business?
ESOP – How do I get my employees to think and act like business owners?
An employee share ownership plan is a great way to engage employees by utilising a profit share plan to fund equity ownership by employees – ESOP companies have improved performance, higher profits and better staff retention than other businesses – imagine if you could get your employees to really think and act like business owners!
Exit Planning – How do I get maximum value for my business on exit?
We employ 9 strategies to ensure every business we work with achieves the highest possible value – growth, acquisition, systems, employee retention, and strategic exit planning all contribute to maximise the value.
Strategic Advisory – How do I create a finely tuned machine?
Over time we develop highly efficient factories for business owners to reduce risk, increase performance and ultimately increase the value of the business – either for the existing owner or for a potential buyer.
Capital Gains Tax – Any business exit involves tax and CGT is a complicated issue!
It is too late to worry about CGT once you sell your business, but with proactive planning this can be managed and the tax payable minimised. Don’t pay too much of your hard earned equity value in tax!
Call us today on 1300 665 473 for your free consultation on all your Succession Planning requirements.
Sydney Office:
