Reaping the fruits of your labour

Exploring Succession Planning

Building a successful business can be viewed as both a threat and an opportunity. As a threat it represents a significant investment of time, money and energy for an unrealised financial gain at some time in the future. As an opportunity it represents the freedom to create a valuable asset to provide for your future.

This workshop is designed make sure that your business and full-time working life is an exciting and smooth transition from one stage to another.

Ark Total Wealth and Shirlaws are running this joint interactive workshop to help you look at these transitions in a positive light, and develop a viable succession plan.

During the 1 hour workshop we will explore 5 key issues:

• Where are you and your business in its life cycle
• What are the key factors in extracting maximum value along the way
• Planning the best time to transition
• How you can protect your equity in the business
• How to limit the key person risk within your business

Who should attend?

This workshop is ideal for owners and operators of businesses who are contemplating their exit plan and those who want to protect their equity within the business.

We're certain you'll enjoy the workshop and leave with important information regarding business succession and protection. In addition, you will benefit from the networking opportunity with fellow business owners throughout the morning.

The Presenters

MARK EGGLESTON

Mark Eggleston is a partner with Shirlaws and has been coaching for 9 years. During that time, Mark has helped many businesses with their succession journey and identifying ways in which they can take their business to the next level.

ALEX LEE
CFP® B.Com
Financial Advisor

Alex Lee is a Certified Financial Planner® and he specialises in helping create wealth for individuals. Alex's passion is in educating the client, so that they are not only on the path of wealth creation but understand what they are doing and why they are doing it.