Pathway to Succesion & Exit Workshop

Pathway to Succession & Exit Workshop

Have you contemplated your succession plan? Whether you're transitioning out of your accounting or financial planning business, or bringing in new equity owners, this workshop is for you.

Receive personalised guidance from coaches who have successfully navigated themselves and helped others through this crucial phase. We focus on helping you identify your needs and equipping you with the strategies to meet them. Leave with a tailored succession plan fit for your situation and optimised for your priorities.

During this workshop, you will receive step-by-step guidance on the top considerations between now and exit, covering:

Your succession options: Uncover a range of exit strategies tailored for you, whether transitioning to current team members, merging with a larger firm, or attracting a strategic investor. We guide you in evaluating and selecting the path that best suits your unique situation.
Equity & role segmentation: Whether you're planning to sell your shares while remaining operationally involved or are handing over specific roles, this workshop will guide you in making a clear and beneficial separation over time.
Valuation: Learn the art of valuing your practice accurately, ensuring you receive the appropriate value for your hard work.
Attract the right successors: Gain insights into attracting and retaining the right buyers or successors, ensuring a seamless transition.
Practical tools and tips: Our 10 part framework will help you manage the transition process efficiently and communicate effectively with stakeholders.
Clarity: On what is most important to you when considering your succession and exit and how to increase the probability of success in the areas that matter most to you.

This event is fully catered for, including lunch, morning and afternoon tea.

PRICING

Per Firm

(includes 3 attendees)

Each additional attendee

Slipstream Clients

$2,000+GST

$500+GST

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$3,750+GST

$1,000+GST

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Pathway to Succession & Exit 19 November: Sydney

Pathway to Succession & Exit Workshop

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Pathway to Succession & Exit Workshop

Pathway to Succession & Exit Workshop

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