The document outlines a monthly series of topics for succession planning workshops run by Succession Plus Partners, including why succession planning is important, business valuation, structuring for succession, and maximizing business value for buyers. It also provides background on the founders of Succession Plus Partners and advertises opportunities to become an accredited adviser, with training induction dates listed.

3. Monthly
Series
Date Topic
Feb 8, 2018 Why Succession Planning? Market research and
trends and The Psychology of Succession
Mar 8, 2018 Business Valuation Tips and Traps
Apr 12, 2018 Structuring for Succession – Who owns what?
May 10, 2018 Small Business CGT Concessions
Jun 14, 2018 Family Business Succession
Jul 12, 2018 Maximising Value – What are buyers worried
about?
Aug 9, 2018 ESOPs as a Succession Option
Sep 13, 2018 Strategic Sales – What are buyers attracted to?
Oct 11, 2018 M&A Process – Tips and Traps
Nov 8, 2018 Action Plan – How to help your clients and attract
new clients

5. Succession Plus Partners
Scott Patterson has extensive business and professional experience, including
over 20 years as a principal of a highly successful public accounting and financial planning
firm. His passion is working with clients to improve the value of their businesses, and
create a more certain future for them, their stakeholders and their families. Scott utilises
strategic thinking, tailored advice and integrated solutions to enable business owners the
freedom of determining the time frame and method in which they exit from their business,
often their most valuable asset. His expertise stretches across all areas of small to medium
enterprises (SME), including agricultural enterprises.
Donald Poole started his career in 1974, starting at a suburban accounting
practice. In 1980, he opened a small office in Mooloolaba on the Sunshine Coast. The
business expanded rapidly and in 1983 and 2007, the firm moved premises to cater for its
growth. Don’s personal business, The Poole Group, now has 7 partners, 38 technical and
10 support staff and handles Taxation, Accounting, Audit, Business Management, SMSF
and Investment and Insurance Advisory Services. Don has assisted countless business
owners through a successful exit, with his client base representing a broad section of
industry types and sizes.
B. Bus (Acct),
FCPA, GAICD
B. Bus, CPA,
CTA

6. We currently have 26 accredited advisers in most
capital cities and several regional areas/country towns
who have been through our training and accreditation
program, and we are still actively recruiting new advisers
in many areas.
Please visit our page for more information:
https://services.successionplus.com.au/accredited-
advisers-recruitment/
Succession Plus Accredited Advisers

10. Business Succession
and Exit Planning
Combining the business,
financial and personal goals
of business owners to design
and implement a strategic
exit.
WHAT?

11. WHAT?
21-Step
Business Succession
& Exit Planning
Model

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Employee Retention
WHY?

13. WHY?

14. WHY?

15. WHY?

16. WHY?

17. WHY?

30. www.nceo.org

39. Designing Incentive Plans
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73. Accredited Adviser Recruitment
We are actively looking to recruit in the following areas throughout Australia. Visit
our website successionplus.com.au or email cwest@successionplus.com.au
to find out more about this offer.
NSW
• Armidale
• Bathurst
• Bowral-Mittagong
• Coffs Harbour
• Dubbo
• Goulburn
• Hills District
• North Shore
• Orange
• Port Macqaurie
• Tamworth
• Wollongong
WA
• Bunbury
• Busselton
TAS
• Hobart
• Launceston
NT
• Darwin
VIC
• Albury
• Ballarat
• Bendigo
• Geelong
• Melbourne
• Mildura
• Mooroopna
• Shepparton
• Wentworth
• Wodonga
QLD
• Brisbane
• Bundaberg
• Cairns
• Mackay
• Rockhampton
• South Gold Coast
• Sunshine Coast
• Toowoomba
• Townsville
SA
• Adelaide

74. Upcoming Accredited Advisers
Induction Training
• Sydney – 28th & 29th August
• Brisbane – 4th & 5th September
• Melbourne – 9th & 10th October
Email your enquiries to cwest@successionplus.com.au

75. Don’t miss these upcoming webinars…
Register thru: https://services.successionplus.com.au/events/
Date Topic
Sep 13, 2018 Strategic Sales – What are buyers attracted to?
Oct 11, 2018 M&A Process – Tips and Traps
Nov 8, 2018 Action Plan – How to help your clients and attract new clients

77. CRAIG WEST
CEO & Founder
Mobile: 0418 414 766
Email: cwest@successionplus.com.au
Website: www.successionplus.com.au
Level 3, 50 York St
Sydney NSW 2000