Succession Plus Seminar Kit The Succession Plus Seminar Kit helps organisations that are presenting Succession Plus events.

About Succession Plus Seminars

Succession Plus has a wealth of experience presenting information seminars to groups of all sizes, in the areas of maximising business value and succession planning. Over the past 5 years, our educational seminars have been presented to more than 5000 people in metropolitan and rural areas across Australia and New Zealand. These programs have been for the general public, as well as for a variety of corporate and government organisations as well professional associations, such as Department of Industry, Tourism and Resources, MLC, NSW Department of State & Regional Development, NSW Chamber of Commerce, LJ Hooker and CPA Australia. Succession Plus seminars are available for:

  • Client presentations – suited to professional advisers who would like to assist their clients understand more about succession planning.
  • Public presentations – Succession Plus holds regular presentations open to the general public. Click here for information on upcoming events
  • Staff and/or corporate training presentations – Succession Plus can provide a module to fit in as part of a larger event or presentation, such as staff training and development, annual conferences, franchisee conferences etc.

SPEAKERS

The Succession Plus key speakers are:

Craig West, Australia Principal
Craig is the primary public speaker for Succession Plus and is responsible for the majority of Succession Plus presentations. He delivers a range of practical business management and succession strategies to help small business owners maximise the financial outcomes from their businesses now and into the future.

Michael Bova, Financial Adviser
Michael is available to speak on specific topics requiring in-depth financial advice, including insurance, superannuation and estate planning.

Steve Connell, New Zealand Principal
Steve is a Fellow of the Taxation and Management Accountants Association of Australia and has been advising businesses in management issues for over 20 years. He has delivered workshops for many leading organisations throughout Australia and South East Asia.

SEMINAR TYPES

1. Introductory Seminar: Maximising the Value of Your Business

Strategies for effective business performance and succession planning.

Duration: 90-minutes
Speaker: Craig West
Description: Introduction to Succession Planning for small business owners
Format: This seminar works well as a breakfast, lunch or evening presentation Ticket price: Complimentary

2. Half Day Workshop Succession Planning Intensive Workshop

Learn how to maximise the value of your business and design your succession plan

Duration: 4-hours
Speaker: Craig West
Description: Detailed review of Succession Planning for small business owners with a practical application to each participant‟s business
Format: Half-day, available as either a morning or afternoon session
Ticket price: $295

Clients who have participated in this program have:

  • Dramatically increased the value of their business
  • Removed significant stumbling blocks to adding value
  • Identified strategic issues affecting the financial outcomes their business provides
  • Designed a Succession Planning strategy
  • Documented key action points to implement the strategy

WHAT SUCCESSION PLUS PROVIDES

In addition to providing the speaker and content for your presentation, Succession Plus has a number of additional resources and marketing materials available to ensure you get the most from your event.

  • Speaker – with laptop and presentation
  • Speaker travel – generally, Succession Plus will cover speaker travel costs (certain exclusions may apply)
  • HTML Invitations – option for co-branding with your logo
  • Email distribution – if you need assistance sending invitations to your list
  • Co-branded listing on Succession Plus website – optional
  • Co-branded online event registration at www.successionplus.com.au – optional
  • DL print-ready invitation artwork
  • Speaker bios and company overview
  • Event logistics services
  • Event Running Sheet
  • Seminar reminder/confirmation email
  • Event feedback form/questionnaire
  • 10 x complimentary copies of Succession Planning books
  • Sydney conference venue for up to 40 pax, if needed
  • Event follow up and reporting

WHAT YOU PROVIDE

Typically, an event sponsor or partner would provide the following:

  • Venue
  • Catering
  • Distribution of invitations
  • Attendees (minimum group size of 12 people)
  • Introduction – typically the adviser or principal will be given 5-10 minutes at the commencement of the seminar to address the audience, frame up the event, explain their value proposition and introduce the speaker – this is a great opportunity to point out to your clients/prospects/key stakeholders how you are adding value by providing this event.
  • Your logo for inclusion in any agreed co-branding of invitations, web etc.

KEY BENEFITS

  • Seminars to your clients and key stakeholders are generally very low cost (especially if they are conducted at your office) and offer a high degree of value in terms of:
  • Providing an additional touch point for you and your clients Delivering valuable, relevant contact to your clients
  • Distinguishing your business from others who may not be offering additional value-add services
  • Should you decide to build a more structured, longer term arrangement with Succession Plus, licensee opportunities exist. This can be an excellent way to build an additional revenue stream for your business through finding and referring succession planning business to Succession Plus – for more information, contact Craig West: cwest@successionplus.com.au