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Succession Plus provide proactive advice to business owners to help them design and implement a Succession Planning model and Exit Strategy, to deliver maximum business value when you are ready to exit. Call us today to arrange your Free Consultation: 1300 665 473

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BEGIN WITH THE END IN MIND – Adam Scotts yearbook “to be the best golfer in the world”

Sixteen years after a fresh-faced Queenslander boldly declared his desire to be the best golfer in the world, he is the toast of the nation after becoming the first Australian to pull on the legendary green jacket. 7 News has obtained an entry from Adam Scott's high school yearbook (see below), where the then 18-year-old gave an insight into the steely determination that served him well at … [Read More...]

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Featured Case Study

Real Estate Case Studies

ABC Real Estate Pty Ltd Peak Performance Trust for shares-only investment. In the case of this client, the investment strategy for the Trust is simple – it will only ever purchase direct shares in the business, thereby giving participating employees an indirect ownership of the business’s equity. Its staff receive dividends and a bonus reward based on the profit performance of the business. If the business was to ever be sold, the PPT would … Read More

Meet The Team:

Craig West

craig-west

M.Tax Law, M. Bus (Acct/Fin), B.Bus (Mgmt), CPA – Partner Craig West is a strategic accountant who has built a SPECIALISED ADVISORY PRACTICE focused on small business owners to help them face the four key strategic issues that SME’s face as they … [Read More...]

Wayne Mandic

wayne

Wayne Mandic is an expert business consultant, coach and succession/exit planning strategist with over 20 years of diverse business experience. He has a passion for helping business owners create wealth, navigate through obstacles, achieve work-life … [Read More...]

Greg Johnson

Greg Johnson

Partner, Melbourne B.Bus ( Acct ) , CPA, CEPA With over 20 years’ experience as a senior Financial Professional with extensive people management skills gained in NGO, public service and publicly listed Australian organisations. Greg is focused on … [Read More...]

James O’Brien

Melbourne Headshot Company

James O’Brien – Partner – Melbourne B.Com, EMBA, CPA James O’Brien is a strategic advisor with more than 20 years progressive leadership and change management experience across a variety of industries covering retail, property & … [Read More...]