Succession Planning

Buying a financial services business can be an exciting time, but what price do you offer and what protections can you put in place? Already in business and acquiring or merging?

Scenarios where Succession Planning is relevant in your Financial Services Business

Accru has been helping clients buy businesses since inception. Our experience is underpinned by:

  • Understanding the true value of your business
    • Hint: it’s not recurring revenue based
  • Offering key adviser’s equity in the business
  • Encouraging employees in an employee share scheme
  • Planning your retirement gradually or immediately
  • Managing a multi owner business with changing equity holders

Why choose Accru

Accru has been helping clients buy businesses since inception. Our experience is underpinned by:

  • Our valuation expertise
  • Our understanding of financial services transactions
  • Our understanding of cashflows in the industry
  • Our understanding of business risks
  • Our understanding of relevant payback periods
  • Our understanding of the ownership journey
  • Success stories and horror stories of succession planning

Planning your future, like you help your clients do

Our team can assist you to understand your options in planning your retirement whether it is now, or twenty years in the future. We have a proven track record of supporting business owners in their succession journey and we use these techniques in our own business, including an Employee Share Scheme and diversifying our equity holders.

To understand our process please contact us.

Related areas

Accru Succession Planning Experts
Tim specialises in helping clients plan for the future with a focus on maximising business value.
One of her core strengths is providing end-to-end tax and accounting support to small-to-medium sized businesses with a high focus on driving profitability and value.
Fiona is enthusiastic about informing and reassuring clients of their financial position, be it in regard to the value of their businesses, or their tax returns.
About Us

Accru is an award-winning network of Australian accounting firms


“Accru Hobart has supported our business development, due diligence and governance responsibilities for over six years. Our ongoing relationship is a testament to their professionalism, ability to understand our needs and provide specialised, professional support at a competitive rate.”


Our people are naturally experts in their field. With a team of 200 across Australia, you’ll find a myriad of skills to help manage your business and financial challenges.


In medicine, the word profit can garner negative connotations. Often, we see doctors who run practices that make hardly any profit.


Improve your business performance and achieve superior return.


Accru is an award-winning network of independently-owned accounting firms in Australia. We help businesses grow, thrive and generate wealth for their owners…

Start Your Journey
Are you in the market for an acquisition? Struggling to get to scale and thinking of merging? Trying to solve a succession issue?