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A Written SuccessionPlan™

A SuccessionPlan™ is unlike any other kind of business plan.

Normally business planning is focused at the operations level such as managing workflow, developing a budget or marketing plan, organizational, administrative, personnel or equipment planning.

But a SuccessionPlan™ is owner-based and therefore focused, not on business needs but on the goals your business must achieve before you can leave it in the style that you desire.

The SuccessionPlan™ system helps owners of private and family businesses plan for the inevitable time when they will leave their businesses.

Our Mission

To address the exit and succession planning needs of owner-managed businesses by providing an independent fee based service delivered by carefully selected and well trained advisers.

About SuccessionPlan™

SuccessionPlan™ is a specialist division of The Executive Consulting Group Limited, an independent financial services firm established in 1984. We are acutely aware of the special needs of owner-managed businesses.

SuccessionPlan™ addresses the exit and succession planning needs of owner managed businesses by helping to:

·         Clarify and reality test exit goals and expectations

·         Estimate the value of your business

·         Convert the value of your business to cash by sale to a 3rd party; or

·         Transfer to co-owners, employees or family as may be appropriate.

·         Groom your business so you can leave in style in your preferred manner.

·         Develop effective business sustainability, continuity and contingency strategies

·         Estimate your financial position after sale or withdrawal from business and during retirement.

·         Review your estate planning to satisfy business, personal and family needs.

It’s not always easy to get qualified independent objective advice. SuccessionPlan™ was established to address this need by providing an independent fee for service facility delivered by carefully selected trained advisers.

Contact Information

Telephone

Within Australia:........ 1800 010 352

Within New Zealand:... 09 309 6092  Mobile 027 509 2313

International:.............+64 9 309 6092

Postal address

PO Box 105 213 Auckland 1030, New Zealand

Electronic mail

General Information:

info@successionplan.com.au or info@successionplan.co.nz

Copyright © 2014 SuccessionPlan ^TM All rights reserved.