The Succession 4 Business Group specialises in business succession planning and pro-active business advice. We offer a complete end to end business succession planning package that combines the legal, insurance and accounting components of succession planning.
We provide planned and unplanned entry and exit succession planning solutions for partnerships, family businesses, unit holders, shareholders, sole traders and key people. We work with a wide cross section of city, regional and rural based businesses.
Succession 4 Business Group is unique in the market as we have a full time accountant, business risk specialists and we work closely with an expert succession planning Solicitor.
Succession 4 Business Group team includes:
Paul Stafford is a succession planning specialist who assists business owners to ensure their business is protected, and has every opportunity to grow to it’s full potential. Paul has been in the Financial Services industry for over 30 years. He formed part of a very successful financial planning practice in Victoria, which he exited 2 years ago to pursue his true passion of business succession planning. Paul made this very difficult decision due to feeling that succession planning needed to be it’s own separate entity. It’s not purely Financial Planning, Accounting or Legal, it’s really a combination of them all, hence, Succession 4 Business Group was born!
David Patterson is a business valuation specialist who assists owners in valuing and growing businesses to it’s full potential. David has been able to help business owners to understand the true value of their business. He is also able to identify where improvements can be made to help increase the value of the business. David is a CPA accountant, and has been practicing for 20 years. Through this time he has worked with many businesses and gained great insight into how they operate. David felt that accountants should be offering more to their clients than just tax and compliance work. It was this ambition that led to David joining forces with Paul Stafford at Succession 4 Business Group. It’s our aim to help all business owners realize the full potential and value of their business.
We are flexible with our working arrangements and are able to tailor our service to suit the needs of all businesses Australia wide.
We will work to:
- Establish a plan with you to ensure your business continues to grow and become more successful
- Develop funding mechanisms for involuntary succession planning (business insurance)
- Set-up buy-sell and business related agreements
- Assist in the development of a voluntary succession plan
If you are keen to find out how the Succession 4 Business Group can assist you with succession planning arrangements, please contact (03) 9017 6620 or e-mail email@example.com