“It wasn’t just about the sale price.”

When considering my succession plans, I had a number of options available to me. Thankfully I sought guidance from Financial Planning & Succession Pty Ltd, and its Principal, Peter Fysh. It was comforting to know that Peter has a good understanding of the issues that I was facing, given his extensive knowledge of the Financial Planning industry, gained over many years working in the industry.

Critical to my plans was the issue of who would be managing my client’s financial affairs and investments upon my eventual retirement. Having worked closely with them for a number of years, it was essential that their interests be well managed into the future. There was also the issue of my staff, and how they too could be looked after within my succession plans. Thankfully Peter was able to provide solutions for both these key issues. It wasn’t just about the sale price.

I can now move onto the next phase of my life, with the knowledge that I have implemented my succession plan that addresses all aspects of my business in a very equitable and satisfactory manner for all parties. I can thank Peter for his assistance with this.