Planning succession in your business is not a process anyone takes lightly. Having built it from the ground-up, only you truly understand the effort that has gone into making it a success.
We’re delighted to present an interactive early morning workshop that will challenge you to look at your business valuation in a different light and to think outside the square in terms of developing a succession or exit plan that’s right for your business. If you’re not quite sure where or how to start—you’re not alone.
Growth Focus invites you to attend this unique workshop which takes an holistic approach to the succession and exit planning process.
We will explore what your business needs to consider to build, plan and execute a workable succession strategy. Offering you practical, valuable advice on the organisational, legal and financial issues you’ll need to consider. With a wealth of experience our facilitators Steven Fine – Director (Growth Focus) and Stephen Shepherd – Director (AltusQ), will guide you through issues below
Besides `"Profit" What else can I do to drive up my asset value ?
Partnerships and the issues of Income, Equity & Control?
How to get an Exit Strategy and Plan started?
How to look beyond the obvious when you think of succession/exit options?
Progress moves us forward without marginalizing efforts to disrupt responsibility toward a potential the compromising.
What / Why am I selling?, Who do I sell to?
This workshop is ideal for owners and operators of Accounting and Financial Planning practices who are contemplating their succession or exit plan.
AltusQ is an international firm of expert business coaches who help business owners develop strategy, improve profit and asset value, build teams and achieve their vision.
Growth Focus helps Accounting and Financial Planning businesses achieve their acquisition, growth and exit goals through Business Broking, Consulting, Succession Planning, Acquisitions and Growth Solutions.
Deal Fatigue – The insidious culprit At Growth Focus, we’ve seen many deals that start with fireworks but fizzle out before the grand finale due to an insidious culprit: Deal Fatigue. It’s that feeling when the journey becomes so long, convoluted, and draining that both parties are ready to throw in the towel. Think of… Read More »Deal Fatigue
Equity vs Control Years of calling the shots and being in control can make the thought of stepping back feel daunting. Suddenly, you’re no longer at the helm steering the ship; instead, you’re hoping the new captain knows how to navigate the waters. But succession planning isn’t just about handing over the keys; it’s about… Read More »Equity vs Control
Introduction
In the world of mergers and acquisitions (M&A), particularly within the financial advice sector, transactions often carry inherent risks for advisers. A recent article highlights the complexities and challenges advisers face when incentives play a significant role in M&A agreements.
