Succession Planning Workshop

A carefully considered exit strategy reflects the hard work and capital you’ve invested in your business.

All business owners should have a Succession Plan in place.  Whether you plan on exiting in three years or 30 years, it’s important now.  It’s not just about extracting maximum value from your business to provide for your future.  Should an unforeseen event occur, lack of planning will cause unnecessary stress and potentially compromise your sale price, client relationships and the overall reputation of your business.

Succession Planning is about clarifying what you want for the future and defining the steps required to turn that vision into a reality, while taking into consideration business, personal and family expectations.

Benefits of Succession Planning

Business Coach

A carefully considered exit strategy reflects the hard work and capital you’ve invested in your business.  We want to work with you to develop your Succession Plan to ensure that the expectations of all parties are addressed and achieved.

  • Do you feel your business would be unable to cope without you?
  • Do you worry about being able to recover your investment (and more) when you exit?
  • Are you concerned about the expectations your family may have for your business?
  • Do you have clear expectations and goals for life beyond your business?
  • Do you know what’s required to support your lifestyle after you’ve exited?

Succession Planning is about clarifying what you want for the future and defining the steps required to turn that vision into a reality, while taking into consideration business, personal and family expectations.

About Our Succession Planning

If you wish to take a more passive role or sell your business within the next three years, then we recommend you start the ongoing Succession Planning process now.  The earlier you start the more likely you are to achieve your goals within the timeframe you set.  The longer the planning phase, the more time you have to groom your business for sale and attract the right successor.

What is Involved?

We will facilitate a half-day one on one Succession Planning session where you’ll define your goals and objectives with respect to your eventual exit from your business.  You’ll complete pre-work prior to the session to identify any burning issues so that we can prepare accordingly.  During the session we’ll work with you to create a one page Succession Plan to guide you through this process.  We will help you:

  • Determine what you want out of your business
  • Clarify your succession options
  • Identify the key people involved
  • Ascertain the timeline and key milestones for your Succession Plan
  • Clarify the various personal, business, financial and legal taxation aspects you need to consider
  • Identify the actions and strategies you need to take to make your objectives achievable

This Workshop has qualified for the NZTE Capability Development Voucher Scheme. Please enter your voucher details when making your booking. We will verify your voucher with the Issuing Regional Partner before confirming your place on the course. For more information on the NZTE Capability Development Voucher scheme or to find your local Regional Business Partner click here


Succession Planning Workshop – 25% Discount!

This comprehensive Succession Planning Workshop is valued at $1,950 +GST. Call today and receive our promotional offer of $1,495 +GST – Phone 0800 758 766.

Succession Planning Workshop Enquiry

Fill out this form or call us now on 0800 758 766 to discuss this service.

Proven expertise across all areas of your business

What our client say

  • We worked with Giles to create an Organisational Structure to allow us to step back from the day to day business operations and focus on strategy and governance.  This identified the need for a CEO and Giles was able to help with all aspects of the CEO recruitment process. His corporate skills and experience were instrumental in ensuring a successful outcome.

    Peter Medforth
  • Giles at GECA Chartered Accountants did a business plan workshop for me earlier this year. It was incredibly helpful and really helped me focus on what I wanted to achieve. Giles helped me see the steps I needed to take to get these goals. I strongly recommend using his services!

    Matthew Summer
  • We were unaware of the GST implications of renting through AirBnB and that this could impact out family home – Giles was able to provide timely advice that meant we avoided this issue which could have proved very costly to us. Thanks, Giles!

    Rose Maharaj
    AirBnB Operator
  • Last year we began renting several properties through AirBnB. The GECA team provided helpful advice through out the setup process and we now have one of their PlusOne packages to take care of our accounting and taxation requirements. And they are a fun too – not often you can say that about accountants!

    Ian McKay
    AirBnB Operator
  • During my Organisational Review by Giles Ellis at GECA Chartered Accountants we found it was great to understand  the need for effective organisational structure to free up my time. I have found our meetings with Giles helpful to get an independent view of the business and re-emphasise the need for systems.

    Mike Smith
  • I recently attended my annual complimentary meeting with Giles at GECA Chartered Accountants and  I found it was good to compare what has been achieved from the prior year and this helps to refocus my attention on the bigger picture.

    Dave Andrews
  • Giles Ellis and the team at GECA Chartered Accountants helped to crystalise my thinking around short to medium goals, provide clarity around strategy and made me more aware of the Heath & Safety risks.

    Chris Rupe
  • GECA Chartered Accountants helped me understand the need for proper planning, understand the Health and Safety risk and gave me the opportunity to consider what we should be doing, implement corporate discipline.

    Margette Campbell

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