In my career over the past 30 years, I have been involved many times with the sale or divestment of businesses.

Originally it was in my corporate life where I assisted companies small and large to make the transition from one owner or management team to new ownership. The reasons were many and varied and the outcomes not always as smooth as all the parties would all have wanted, due to lack of a specific template or plan to follow. The human issues required careful consideration and were in many cases badly handled by the families involved.

Over the past ten years I have on many occasions been asked to give advice to business owners on succession issues that come with my work on Professionalising Management. I found that the Accountants and Law firms where I sought assistance in many cases had less idea or experience than I had. Putting a total package together became very difficult and there was not a lot of quality information for such an important decision. However, for the last five years I have been working with Family and Private Business Advisors' Group on projects that have seen family owned businesses achieve transition and successful exits.

Family and Private Business Advisors' Group have a total package that is the result of 20 plus years work by Graham Connolly. The experience I have gained working with Graham and John Pagett on many projects has resulted in outcomes that without their expertise would have taken much longer to achieve and never to the degree of Win/ Win achieved.

Since joining Graham’s group I have access to case studies and solutions that cover any situation likely to occur in Family and Private Business in the area of succession planning. *

I am not aware of any other individual or organisation in Australia that has developed a network of contacts and case studies to deal with such issues as people in management transition are likely to encounter.

It is with confidence that I can help you find real solutions to the specific problems of your Family or Private Business.