The 5 stages of developing a successful succession plan for your financial planning firm


What is this Webinar about?

Succession planning is often hard to talk about and harder to get right. In our upcoming webinar, Bob Neill, the Director of Seaview Consulting will cover both internal and external approaches to succession planning.

Seaview has worked with small to medium enterprises on both internal succession solutions and external transaction based solutions. From helping define clear objectives to having the discipline to see them through, Seaview has empowered firms with the tools that have helped them achieve their goals.

The webinar will provide you with:

Internal Approach

- Strategic planning
- Equity participant criteria
- Assessment of potential participants
- Determining the succession mechanics for internal succession
- Implementation and monitoring

External Approach

- Strategic planning
- Divestment strategy
- Preparation of documentation
- Take to market strategy
- Negotiation and completion

Suitable for: Financial advisers, Para planners and Support Staff

*Please note all webinars are in Australian Eastern Standard Time

  • 10:00 am - 11:00 am