Module 7

Advisory Toolkit

Module 4

Module 3

Module 6

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Module 5


Succession Planning Training Online Program 
The 'Succession Planning Program' is presented over seven modules (ideally viewed over seven weeks) with each session running for approximately three hours in an online format.  
The program will present a comprehensive and structured service model, to enable you to implement this advisory process for your clients.

As with many new advisory services, they need to be implemented across the firm, not just owned by one individual. To support this position, access to this training program is available for your entire team - not just one individual - over the next 12 months.

We will provide you with the expertise, the systems and the structure to assist your best clients to transition out of their business, on their terms and their timetable. For your practice, there's revenue growth, write-off reductions and happier clients. More

Module 2