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Succession Planning

Too many people rely on the value of their business to fill the Superannuation gap on retirement. Come the crunch, when it is the right time to sell, what is your business worth and more importantly who is going to buy it?

It is never too early to work with Progression Group in ensuring your business is presented in a manner that will attract maximum value, substantial interest and suitable candidates. 

Our Succession Planning Process involves conducting a market appraisal on your business, collation of a professional overview, arranging for confidentiality deeds to be prepared and interviewing, on your behalf, genuine purchasers who are keen to invest in what you have developed.

Utilising our Succession Planning Services allows you to continue working on your business whilst Progression Group focus on identifying and harnessing potential owners – whether it be an existing employee(s), family or totally unrelated interested parties, we will ensure your after tax proceeds are maximised.

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What Our Clients Say

A few years ago business became really tight. We were under constant pressure and could really feel the heat building as cashflow became tighter with rising fuel prices and labour costs.

– Brian Harper, Director, Region Peak Transport Pty Ltd

An opportunity presented for me to buy into a business. Whilst I knew the industry, I didn’t know where to start in terms of determining what the business was worth and how I could protect myself and my family.

– Nick Stehr, Director, Healthcare Lifting Specialists Pty Ltd

Thank you Progression Group for caring, assisting in obtaining some restitution and saving our business. We now have the tightest internal control mechanisms of any business!

– Timothy Eagle, Director, Eagle & Stork Plumbing Pty Ltd

Progression Group acted for my business from when it was a small outlet in Coburg turning over $60,000 through to when we sold the business 10 years on, turning over $12m from a large commercial premise based in Brunswick.

– Jon Amiss, Former Owner, CDS Gourmet Foods

As sole Director, I continue to meet with Progression Group on a quarterly basis to review our business performance. Establishing budgets and constantly monitoring actual results guarantees business success.

– Simon Best, Director, SBV Pty Ltd trading as Barry Plant (Mitchell Shire)


Our Core Values

BALANCE – Doing what is required to remain inspired
RESPECT – Behaving with honesty, integrity and care
EDUCATION – Delivering innovative, practical and effective solutions
PRIDE – Our commitment to excellence in who we are, what we do and how we do it
SHARING – Connect the dots to benefit others

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