Wednesday 28 May 2025
12:00pm-1:00pm (AEST)
Up to 1 CPD hour available
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Too often advisers spend time advising their clients on how they can best set themselves up for success in retirement, and leave planning their own retirement to the last minute – selling themselves short when planning their own retirement from their business. All too often, business owners say “I’ll exit in five years’ time” but don’t actually plan it, and all too soon that five years has passed.
Just like any retirement plan, the more time we have to proactively influence the plan, the better. Think:
All these things are good for you, but a well-planned transaction is also better for your clients – they end up in the right ‘home’ – one that is culturally aligned and selected by you for their ongoing needs.
Come along to the webinar to understand what succession planning options exist, how to maximise your options, and why you should start five years out.
Tim Lane
Accru Hobart, Partner
Tim is a Chartered Accountant, Financial Planner and an Expert Business Valuer, and Partner of leading firm, Accru Hobart. Specialising in business valuations, succession planning and transactions within the financial services industry, Tim has current market exposure and data. As a practice owner dealing with both business and financial planning clients, Tim has practical lived experience which fully informs his approach. With an extensive career in dealer groups leading to Head of Mergers and Acquisition roles, He is a true believer in empowering practice owners in achieving positive outcomes for themselves, their clients and their team.
Fiona Ettles
Accru Hobart, Partner
Fiona is a Chartered Accountant and CAANZ Business Valuation Specialist. Specialising in business valuations, succession planning and buy side support in the financial services industry, Fiona is well placed to support you through your valuation needs. As a practice owner she has seen both sides of equity transactions firsthand and can demonstrate how a well-managed transaction can add value to your business.
Fiona works with clients to understand their need, and tailor services to help you walk away with more than a valuation document – clarity on your next steps, and the connections you need to progress towards your strategic goals.
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