Succession Plus
- Company typePrivate
- Founded2011
- HeadquartersSydney, Australia
- Headcount11–50
- GTM typeB2B
- OfferingServices
Succession Plus firmographics
Firmographics- Name
- Succession Plus
- Legal name
- Succession Plus Pty Ltd
- Website
- https://succession.plus
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Succession Plus industry classification
Industry- Product category
- Business Succession and Exit Planning Advisory
- NAICS
- Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Succession & Exit Planning (Owner Exit Readiness) (FSAEAIAF)
- akta.pro secondary industries
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Estate & Legacy Planning Advisory (FSAEAAAG)
Keywords
Where Succession Plus is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices2 records
Markets served
Succession Plus business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations
Revenue model
- Business Succession & Exit Planning Advisory: Core advisory services guiding business owners through strategy, design, implementation and completion of succession/exit planning. Services include business valuation, ESOP design/implementation, and M&A advisory. Revenue generated through consulting fees for advisory engagements.
- ESOP Design and Implementation: Design and implementation of Employee Share Ownership Plans for business succession. Most projects run 3-6 weeks from valuation and plan design through legal documentation, communications and onboarding to the admin platform.
- Business Valuation Services: Professional business valuation services that determine what a business is worth today and identify value leakage. Guides ESOP sizing, price and performance conditions, and informs exit timing.
- Corporate Governance Advisory: Advisory services for implementing governance frameworks including advisory board setup, governance scorecards, skills matrices, and governance audits to enhance exit readiness and valuation.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | One time | Free Consultation - Initial assessment and discussion |
| Freemium | One time | Free Educational Resources - Webinars, eBooks, Podcasts |
| Other | Multi-year contract | Professional Advisory Services - Full service engagement |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels8 records
Succession Plus product offering
Product offeringCore offering
Succession Plus is a strategic advisory firm that guides SME business owners through business valuation, succession and exit planning, Employee Share Ownership Plan (ESOP) design and implementation, and mergers and acquisitions advisory. Services are anchored in a proprietary 21-step exit planning methodology and supported by the Capitaliz software platform used by wealth and exit advisers across Australia, UK, and North America.
Product overview
Succession Plus is a strategic advisory firm operating across Australia and the United States that specializes in business succession, exit planning, and Employee Share Ownership Plans (ESOPs). The company offers a portfolio of interconnected services anchored by its proprietary 21-Step Business Succession and Exit Planning Process, which guides owners through five stages: Identify Value, Protect Value, Maximize Value, Unlock Value, and Manage Value. Core service offerings include Business Valuation, Succession & Exit Planning, Employee Share Ownership Plans (ESOPs), and Corporate Advisory (M&A). The firm also provides proprietary tools including the Capitaliz Platform (a SaaS business valuation and exit planning tool relied upon by advisors across Australia, UK, and North America), the Peak Performance Trust (PPT) ESOP structure for Australian SMEs, and the Value Gap Assessment Tool. Supplementary offerings include educational content such as the Exit Like a Boss 21-day audio guide/podcast, the Finish Big Podcast, and a range of whitepapers, eBooks, and guides covering governance, exit pathways, employee ownership, and due diligence preparation. Over 700 business owners have been served over 12 years, with the company claiming to have helped more than 800 owners successfully exit.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- 800+ successful business exits over 14 years
- +6 more outcomes
Companies that use Succession Plus
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles4 records
Succession Plus technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Succession Plus partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Colonial First StatecoreCollaboration between Colonial First State and Succession Plus to produce the 'Hidden Value Report' exploring value gaps in Australian advice businesses. Research partnership aimed at demonstrating that businesses may be unknowingly leaving over $1 million in value on the table.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
Succession Plus competitors and assessment
Company assessmentBroad incumbents
- Exit Planning Institute: US-based training, certification, and community organization for exit planners, which confers the Circle of Excellence credential Dr Craig West holds. Comparable to Succession Plus as a category-defining institution that sets exit-planning standards, certifies practitioners, and competes for share-of-voice in the SME exit advisory market.
- HLB Mann Judd: Mid-tier Australian accounting and advisory network with corporate advisory and business sale services. Comparable as a broader incumbent that offers exit-planning-adjacent advice to SME clients through its accounting base; competes for the same Australian owner pool but does not specialize as deeply in succession methodology as Succession Plus.
Direct peers
- Generational Equity: Large US-based M&A advisory firm focused on selling mid-market companies (typically $10M-$250M in revenue). Directly comparable because it targets the same SME owner segment that Succession Plus serves, overlaps on exit planning and valuation, and competes for the same buyers and sellers that Succession Plus refers to or works alongside.
- Beacon Exit Planning: US-based exit planning advisory firm that helps business owners prepare for sale or transition. Closely comparable in service mix and target segment: SME owners seeking exit-readiness, valuation uplift, and succession structuring; competes for the same mid-market owner pool and uses similar proprietary methodologies.
- Legacy Business Advisors: US exit-planning advisory firm led previously by Mark Dorman before he established Succession Plus US. Directly comparable as a peer-to-peer successor firm in the same niche, with overlapping methodology, target clients, and now shared leadership lineage, making it the closest US analog to Succession Plus's offerings.
- Value Builder System: Canadian-origin SaaS that scores businesses on eight drivers of company value and licenses its methodology to advisors worldwide. Highly comparable to Succession Plus because it pairs an exit-readiness tool (analogous to Capitaliz's Value Gap Assessment) with a global adviser-network distribution model and sells advisory services to SME owners preparing to exit.
- Cornerstone Business Services: Boutique advisory that guides SME owners through exit and succession planning, including valuation, ownership transition, and M&A readiness. Comparable because it sells structured exit-planning engagements to privately held SME owners using a proprietary framework, directly overlapping with Succession Plus's core service offering.
Regional players
- Aquitaine Advisors: Australian advisory firm that helps SME owners with exit, succession, and value improvement planning. Regionally comparable to Succession Plus because it operates in the same Australian market with similar owner-segment focus and overlaps in succession and exit-planning services, though it does not directly compete internationally.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Succession Plus social profiles
Digital presenceSuccession Plus financial estimates
Financial estimateRevenue estimate
Valuation estimate
Succession Plus leadership team
Management profileNumber of profiles
Profiles2 records
Succession Plus funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Succession Plus M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Succession Plus
What does Succession Plus do?
Succession Plus is a strategic advisory firm that guides SME business owners through business valuation, succession and exit planning, Employee Share Ownership Plan (ESOP) design and implementation, and mergers and acquisitions advisory. Services are anchored in a proprietary 21-step exit planning methodology and supported by the Capitaliz software platform used by wealth and exit advisers across Australia, UK, and North America.
Is Succession Plus a public or private company?
Succession Plus is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Succession Plus founded?
Succession Plus was founded in 2011. It employs 11 to 50 people.
Where is Succession Plus based?
Succession Plus is headquartered in Sydney, Australia, in the Oceania region.
How does Succession Plus make money?
Four revenue lines are on record. Business Succession & Exit Planning Advisory is the primary driver. The others are ESOP Design and Implementation, business Valuation Services and corporate Governance Advisory.
Who are Succession Plus's main competitors?
Broad incumbents on record are Exit Planning Institute and HLB Mann Judd. Direct peers are Generational Equity, Beacon Exit Planning, Legacy Business Advisors, Value Builder System and Cornerstone Business Services. Aquitaine Advisors is listed as a regional player.
Does Succession Plus have an API?
No public API is recorded for Succession Plus.
What industry is Succession Plus in?
Succession Plus's product category is Business Succession and Exit Planning Advisory. Its primary akta.pro industry code is FSAEAIAF, Succession & Exit Planning (Owner Exit Readiness), with a secondary code of FSAAABAE, Private Wealth Planning (Tax, Estate & Succession). Its NAICS code is 52592 and its SIC code is 6282.