Part 1 - Exit Ahead: The guide for business owners preparing for succession or sale

Selling or transitioning out of a business that you’ve created, or bought, or built, over many years, can be a stomach wrenching exercise. There’s a lot to think about, people to consider and a myriad of other critical decisions to make and actions to take to achieve the best succession or sale outcome.

Ross Dixon, Director, Business Advisory at RSM will discuss:

• What are the 3 P’s of any succession planning or exit strategy?
• Setting the goals and objectives and preparing;
• The exit process;
• Assembling your business succession team.

Part 2 - Putting your feet up: The guide to retirement planning.

Preparing for retirement can be an emotional and painstaking exercise. Making a retirement plan can help you manage your

finances and empower you to live comfortably in the next phase of your life.

Adam Niksic, Financial Planner at RSM will discuss:

• How do I plan for retirement?
• Which superannuation fund should I be using?
• How much does my retirement wealth work for me?
• How much money do I need to retire?
• How long will this wealth last me?
• Some guidance around building wealth prior to retirement.

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