Succession Planning Roadshow 2022


Fri Feb 04 2022 at 08:00 am to 05:00 pm


Hilton Sydney | Sydney, NS

Succession Planning Roadshow 2022
Find out how to make Business Succession and Exit Planning a profitable value add for your practice.
About this Event

Due to increasing numbers of COVID cases in the country, we have made the unfortunate, but necessary decision, to turn our roadshow into a purely online event on 4th Feb. Use the link below to register for the livestream.

Craig West (CEO, Succession Plus), Grant Abbott (Director, LightYear Docs) and Michael Jeffriess ( Director, I Love Accounting) have specifically designed this workshop to provide attendees with the tools, tips, and skillset to bounce back from COVID lockdowns and plan for the next phase.

Advisers will receive 6 CPD points. The full day schedule will include:

  • Client case study to demonstrate our 21-Step Business Succession and Exit Planning Process
  • The various exit options and how they work for different businesses
  • How to use the Business Insights Reports to work with business owners on strategic advisory
  • Tips and tricks to help clients understand the best way to build their business to attract a strategic buyer
  • How employee equity incentive plans can be used to attract, motivate, retain & recruit key staff
  • Key factors to help clients introduce a remuneration strategy to have employees thinking and acting like business owners
  • How to use a self-managed superfund (SMSF) as part of a succession plan
  • How to use a self-managed superfund to protect, maximise, and manage wealth

Where is it happening?

Hilton Sydney, 488 George Street, Sydney, Australia

Event Location & Nearby Stays:


AUD 198.00 to AUD 990.00

Succession Plus

Host or Publisher Succession Plus

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