Over five four-hour workshops across five months using a self-directed workbook, you'll be guided to make the right choice about who to pass your business on to, get your affairs in order and manage a seamless handover. 

You'll be equipped with the tools to streamline business operations and finances, to maximise profit and business value - and provide your successor(s) with the best advice on how to carry on your business and preserve its legacy.

Your Succession workshops are hosted by  SuccessionPlus  Accredited Advisers.

            Please email completed Questionnaire to info@successionplan.co.nz

New Zealand workshops

The New Zealand workshops are hosted by Peter Miller BA, Dip Fin Plan, AFA. During 30+ years as a financial adviser Peter discovered that owners need professional help to leave their businesses on the best possible terms at a time of their choosing. He sold his owns consulting practice, which had 50 associates in New Zealand & Australia several years ago. Based on his own experience and research, Peter launched SuccessionPlan New Zealand Limited in 2001.

Exiting a private business can be a very stressful and unfamiliar process for owners, their family and loyal employees. It is also inevitable.

At some point every owner leaves his or her business, voluntarily or otherwise, and wants to receive the maximum amount of money to accomplish family and personal financial goals.

Sadly, many walk away from possibly a lifelong commitment with little or nothing to show for it, or without selling for the potential they have developed. Many do not have a saleable business at present. Most owners do not have a written exit strategy or succession plan.

To exit when and how you want it pays to plan well in advance. That’s why I really look forward to meeting you at these unique and most valuable workshops.

Yours sincerely

       
Peter Miller
Managing Director
SuccessionPlan™ New Zealand Limited