Business Succession and Exit Planning - For you and your clients

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Business Succession and Exit Planning - For you and your clients

Presentation

Presentation

11:15 am

21 April 2023

Plenary

Session 2

Themes

2023 Institute of Financial Professionals Australia Annual Conference

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Presentation Description

Tips and tricks for business succession
Business Valuation for succession
Employee Share Ownership Plan (ESOP) for your staff ( and as a succession tool)
The client opportunity
Advisory services
Tools - valuation tool, Business Insights Report, exit readiness assessment

Speakers

Vicki Massey CPA

Succession Plus - Melbourne

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