Creating Succession

We are thrilled to collaborate with Shadforth Financial Group Ltd and Commonwealth Private for the second session of our Masterclass Series, focusing on the intricacies of business succession. This workshop delves into what business succession truly involves and offers valuable strategies for positioning your business for this essential transition. A special thank you to our presenters, Rob Quinn, Cameron McMillan, Michael Dwyer, and Drewe Barrett - Director Commonwealth Private Bank for their insightful contributions. Stay tuned for our third workshop scheduled for Thursday, February 6th 2025 in Brisbane. For more details and updates, follow us at Creating Succession

Moving on from your business life is one mighty big step. Many of us hold off commencing this journey to their own detriment big time. The attached article is pertinent. Reach out if we can assist Rob Quinn

Has uncertainty of your and your business' future been preventing you from making the next step into succession? We would love to share the following short article which resonated with our team: Anthony Keane (The Australian Business Network - August 01 2024 issue) considers how taking the next step to life post business ownership on your own terms brings about "retirement bliss". He reflects the sentiment that proactively choosing how and when to move forward is the key to healthy and happiness in your golden years.

Has uncertainty of your and your business' future been preventing you from making the next step into succession? We would love to share the following short article which resonated with our team: Anthony Keane (The Australian Business Network - August 01 2024 issue) considers how taking the next step to life post business ownership on your own terms brings about "retirement bliss". He reflects the sentiment that proactively choosing how and when to move forward is the key to healthy and happiness in your golden years.

Has uncertainty of your and your business' future been preventing you from making the next step into succession? We would love to share the following short article which resonated with our team: Anthony Keane (The Australian Business Network - August 01 2024 issue) considers how taking the next step to life post business ownership on your own terms brings about "retirement bliss". He reflects the sentiment that proactively choosing how and when to move forward is the key to healthy and happiness in your golden years.

We are delighted to share that the first workshop of the Creating Succession Masterclass series: “Where to Start”, held last Thursday was a resounding success! Business owners and their advisors joined us to work through the development and execution of a succession process. Attendees left with a greater appreciation of what successful succession can look like, and an understanding of the many components needed to deliver it. The feedback has been very positive, highlighting the practical insights shared. A special thank you to Shadforth Financial Group Ltd and Commonwealth Private for sponsoring this event and making it possible. Stay tuned and follow us for more details on our second workshop, entitled “What about Me?”, scheduled for 31st October. This is a unique opportunity to participate and learn from the practical experiences of industry experts in this field. If you're interested to join us for our next Masterclass workshop, please email us at: brisbane.events@sfg.com.au We look forward to seeing you at our next Masterclass workshop series! Rob Quinn Cameron McMillan Drewe Barrett - Director Commonwealth Private Bank #CreatingSuccession #Succession #Business #Businessowners #Queenslandbusiness #finance #financialadviser #businessplanning

You’ve built a substantial business which has taken much of your time, energy and passion. It's your life's work and possibly your most valuable asset. But when do you start thinking about succession, and how do you prepare to transition out of your business and achieve your financial and life aspirations? Join us and our Business Succession and Finance experts over the course of four (4) workshops delivered throughout the 2024/25 Financial Year and learn everything there is to know about the succession process for yourself and your advisors. These workshops are complimentary, special thanks to our sponsors Commonwealth Private Bank and Shadforth Financial Group Ltd. Register your interest here: brisbane.events@sfg.com.au Rob Quinn Cameron McMillan Steven Parry Drewe Barrett - Director Commonwealth Private Bank #creatingsuccession #financialadvice #business #workshop #brisbane #queensland #wealthmanagement #investment #banking #succession #assetmanagement

Succession Is An Opportunity In collaboration with Commonwealth Private Bank and Shadforth Financial Group Ltd Group, Creating Succession is facilitating a series of quarterly half-day workshops focused on assisting business owners and their advisors to work through the development and execution of a succession process. We are inviting you to attend the first session, event details as follows: Event Date: Thursday, 25 July 2024 Time: 09.00 AM until 12.00 PM Location: Offices of Shadforth Financial Group Level 13, 240 Queen Street, Brisbane Topic: "Where To Start" covering the Succession landscape, why it is important, when should a business owner consider it and what are your first few steps. Participants will have the opportunity to participate in a series of interactive workshops over the coming year and work with industry leading experts to develop knowledge and awareness of the critical issues that should be considered when developing and executing upon a succession plan. This is a unique opportunity to participate and learn from the practical experiences of industry experts in this field. Please reach out to Cameron McMillan or Rob Quinn if would like to discuss this opportunity or feel free to register your interest and attendance here: brisbane.events@sfg.com.au Drewe Barrett - Director Commonwealth Private Bank Rob Quinn Steven Parry

Today, we pause to solemnly honour the service and selflessness of those who have served our country. On Anzac Day, we remember their courage, their resilience, and their unwavering commitment to serve our nation. We will remember them. Lest We Forget.

It was a privilege for Cameron McMillan and I to speak to a selected group of NAB Clients in Brisbane this week on the topic of post succession preparations for successful businesses. The presentation facilitated some interesting conversations about what increasingly are some true issues that need to be considered to make any transition successful. Thanks to Michael McGrath of NAB and Steven Parry of Shadforth Financial Group Ltd for proposing and hosting such a great event. If you're thinking about your succession journey and would like to discuss the different options for optimising your return, leaving on your terms and being able to do more of the things you love, please contact Creating Succession here: https://lnkd.in/gv_A3EHn or follow us on LinkedIn and Instagram @creatingsuccession #creatingsuccession #succession #successionplanning #businessadvisory #queensland #queenslandbusiness #businesstobusiness