Planning succession in your business is not a process anyone takes lightly. Having built it from the ground-up, only you truly understand the effort that has gone into making it a success.
We’re delighted to present an interactive early morning workshop that will challenge you to look at your business valuation in a different light and to think outside the square in terms of developing a succession or exit plan that’s right for your business. If you’re not quite sure where or how to start—you’re not alone.
Growth Focus invites you to attend this unique workshop which takes an holistic approach to the succession and exit planning process.
We will explore what your business needs to consider to build, plan and execute a workable succession strategy. Offering you practical, valuable advice on the organisational, legal and financial issues you’ll need to consider. With a wealth of experience our facilitators Steven Fine – Director (Growth Focus) and Stephen Shepherd – Director (AltusQ), will guide you through issues below
Besides `"Profit" What else can I do to drive up my asset value ?
Partnerships and the issues of Income, Equity & Control?
How to get an Exit Strategy and Plan started?
How to look beyond the obvious when you think of succession/exit options?
Progress moves us forward without marginalizing efforts to disrupt responsibility toward a potential the compromising.
What / Why am I selling?, Who do I sell to?
This workshop is ideal for owners and operators of Accounting and Financial Planning practices who are contemplating their succession or exit plan.
AltusQ is an international firm of expert business coaches who help business owners develop strategy, improve profit and asset value, build teams and achieve their vision.
Growth Focus helps Accounting and Financial Planning businesses achieve their acquisition, growth and exit goals through Business Broking, Consulting, Succession Planning, Acquisitions and Growth Solutions.
When it comes time to sell, most business owners focus on headline numbers—revenue, profit margins, and client retention. But beneath those metrics lies a deeper story that buyers are just as eager to uncover. From operational efficiency to staff dependencies and client transition plans, it’s the overlooked details that can sway a deal from tentative interest to a confident handshake.
Valuation tells you what your business might be worth.
Sale price? That’s what someone is actually willing to pay.
It’s a distinction that’s often misunderstood — and frequently costly.
Too many owners fixate on the valuation figure as if it’s the finish line. But valuation is only the starting gate. It’s a benchmark. A reference point. An educated estimate.
The final sale price depends on entirely different forces — and the process used to unlock them.
Most people wouldn’t walk into a courtroom without a lawyer. Yet many approach M&A armed with little more than confidence and a spreadsheet.
The difference between a buy-side and sell-side broker isn’t just who they work for — it’s how they shape the entire deal.
A sell-side broker brings the market to you, maximising value and ensuring control. A buy-side broker quietly works to tilt the field toward the acquirer.
In a sector as tightly connected as financial services, where relationships run deep and buyer pools are small, knowing who’s really representing your interests isn’t just a detail — it’s a deal-defining factor.
