Succession planning

Succession planning

Forward thinking for you and your business

Taking steps to ensure your business is successful without you is essential if you’re looking to sell, or take on a more passive role, in the near or distant future.

A business that is not reliant on the departing business owner’s knowledge, contacts and reputation in the industry will command a higher price in the market.

Succession planning can be seen as the successful conclusion of a life long adventure in business. It can also represent the beginning of a whole new adventure beyond business.

ASB Succession Plannning Monitor

2011 ASB Succession Planning Monitor - Q1 2011
ASB Succession Planning Monitor - Q2 2011
ASB Succession Planning Monitor - Q3 2011
ASB Succession Planning Monitor - Q4 2011
2010 ASB Succession Planning Monitor - Q1 2010
ASB Succession Planning Monitor - Q2 2010
ASB Succession Planning Monitor - Q3 2010
ASB Succession Planning Monitor - Q4 2010

Click here for previous years.

How we can help with succession planning

  • Succession planning workbook: Our comprehensive workbook can help you get your succession plan off the ground. With helpful checklists and tips from the experts, you'll find getting started a cinch. Call 0800 338 272 and ask for the succession workbook.
  • Succeed magazine and website: A great resource of information, actual business case studies and expert succession advice, Succeed aims to educate and motivate business owners to think about succession for their business. Call 0800 338 272 and ask for the latest edition of Succeed magazine or visit www.succeed.net.nz.
  • Finance: We can suggest financing options that would help the sale or expansion of your business. These options include: bank debt, mezzanine or subordinated debt, vendor financing and institutional/private equity.
  • Investment: We can suggest wealth management strategies that would enable you to achieve the agreed level of income you require when moving on from your business. A personalised diverse portfolio of investments could include: fixed interest investments, Australasian shares, global equities, cash funds and cash management accounts.
  • Networking: We can put you in touch with an established network of professionals who can offer advice and expertise in helping you plan for your succession.
  • Succession planning consultation: To arrange an obligation-free succession consultation for you and your business, contact us on
    0800 338 272.