Business Succession Webinar Series

In this rapidly evolving landscape, are you looking for some insights to help you determine what direction you want to take your business?

Hosted by renowned business consultant, Bob Neill of Seaview Consulting, this series of webinars is designed to help financial planning business owners set their strategic direction for the future.

Each webinar deep dives into a specific aspect of business succession. Whether you are thinking of selling, acquiring, merging or something else entirely, Bob will take you through the key considerations and approaches to help you make the right decision for you.

What the hell should I do?

Thursday, 25 March 2021 - 10.30am - 11.30am AEDT

As the wave of change sweep over our industry what does this mean for me and how should I think about my business? What is the approach to setting a strategic direction and what do I need to know? It will interesting to learn as we go through the session that whichever course you may take, Acquisition, Selling or Succession / Merger they all have a common framework and starting position. We will help you identify yours!

I have decided to sell, now what do I do?

Tuesday, 13 April 2021 10.30am - 11.30am AEST

If the strategic decision that I reach is to sell, then what do I need to do to ensure the best outcome? We will work through the process of getting ready for sale and what is involved in embarking on the transaction. We will work through what are the things that add a premium to the outcome you achieve and what are the value destroyers. We will introduce you to the concept that all value is not solely financial.

I have decided to acquire, now what do I do?

Friday, 30 April 2021 10.30am - 11.30am AEST

I want something different. What are my options?

Tuesday, 11 May 2021 11.30am - 12.30pm AEST

If you do not want to buy and you are not ready to sell what can you do? We will explore the options to achieve strategic objectives by means such as internal succession, merger, or just business and lifestyle realignment. A clear understanding of what these choices may mean and in fact the consequence of doing nothing may have an outcome you are seeking, but we will at least make this a considered option not just a result.

About Bob Neill, Director Seaview Consulting

Bob is a Chartered Accountant and member of the Australian Institute of Company Directors. Prior to becoming a Director of Seaview Consulting he was national manager of the Adviser Business Centre, a specialist consulting division of MLC. Bob managed a team providing advice on issues impacting the aligned wealth management advice businesses, such as strategic planning, succession planning, transaction management and financial management. Prior to joining MLC, Bob was a partner in mid tier Melbourne accounting practice HLB Mann Judd for almost 20 years. He oversaw the growth of that practice from 5 employees to 180 when he left in 2006. A member of the management committee throughout his tenure as a partner, Bob was also Managing Director of the Licensee entity of the practice which managed in excess of $500 million of client funds. He was also a Director of the Corporate Finance division, specialising in advice to the financial services sector on matters including valuation, succession planning and strategy. During this time Bob was a member of the external valuation panels of most of the major banks. Bob was the pioneer of the move by financial planning principals to see their role as business managers and Investors as well as advisers. Bob is a sought after speaker at conferences addressing practice management, valuation and transaction management issues.

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