Business Succession Planning

Event Details


Business Succession Planning

This is a remote seminar held via the platform, a recording will be made available for up to 3 months, please follow the prompts in your login details email.

This is a remote seminar held via the platform

This session is from 11:00 am to 1:00 pm AEDT

The key to success is in the preparation and planning. Unfortunately, a recent report from KPMG Enterprise and FBA found that 54% of family businesses (and I suggest non-family businesses as well) have no succession plan in place. More than 60% of SME owners are approaching retirement and many are relying on the sale of their business to fund that retirement. A Succession Plan handled well can take the business to the next level and create very favourable financial outcomes for the owners. Handled poorly, it can have a dramatic impact on their future life style.

Business succession planning is also the process of arranging your business affairs now to minimise on your business should the unexpected happen.

Topics Covered:

  • Define Succession planning
  • Succession Options
  • Keys to building a succession plan
  • Getting business succession ready
  • Golden rules for Succession

Benefits and Learning Outcomes:

This workshop will assist in providing a structure to starting the conversation around Succession Planning within a business and provide some resources to help the process.

Recommended For:
Business owners or those providing advisory services. 

Meet Your Speaker, Andrew Russo:

Andrew was an FCA in practice for 30 yrs and became a Mindshop facilitator in 1996 specialising in Business Advisory services. In 2009 Andrew sold his practice to PKF Adelaide and has been facilitating Business Growth and Improvement programs for businesses & Not for Profit organisations. This includes strategic planning, developing business models, coaching & mentoring business owners and key people.

The session will be presented on
Delegates will be provided with login details on the morning of the session.
All delegates will receive a Recording link.
Times: 11:00am to 1:00pm AEDT.


Business succession planning

  • M (R:$200.00)
  • NM (R:$250.00)
  • S (R:$200.00)

* Price flags: R=Regular, E=Early, NM=Non Member, M=Member, S=Student

Prices are inclusive of GST where applicable. For further details on the GST amount charged on your purchase refer to your tax invoice which will be emailed to you on receipt of payment