Succession Planning

Bevan Roberts – Partner – Adelaide

MREI, GAICD, MAIBB, CEPA

Bevan - website 

Bevan has been for many years the CEO of Adelaide and South Australia’s best known business sales consultancy and brings a wealth of experience to his role as a partner in Succession Plus.

Engaged in multiple discussions each week with business owners around the value, worth, saleability and readiness for sale of their businesses, he is a trusted advisor working with families and corporates as they wrestle with generational change. Seniority has provided him extensive experience across many sectors.
 
Beginning his career with the Shell Oil Company he then worked with APPM and then eleven years with the Volkswagen Company and ultimately the Volkswagen National Distributor, ASX listed LNC Industries. A board member, his responsibilities included the Kawasaki Motorcycle Distribution division.
 
The next twenty five years were taken up in his own family business which became a South Australian household name. Specific operational Management Consultancy has followed in industries as diverse as Plastics, Manufacturing and Tourism.
 
A graduate of the Australian Institute of Sales and Marketing Executives and the Australian Institute of Company Directors, he is an Accredited Advisor with Family Business Australia and holds Advisor Status with the Exit Planning Institute.
 
He is a Licensed Agent and a member of both REISA and AIBB.
 
Bevan is in his third appointed term as a member of a South Australian Government Advisory Board, The Business Development Council, where he has chaired the Economic and Finance Sub Committee.
 
Company memberships of American Chamber of Commerce in Australia, Australia Israel Chamber of Commerce and the Australia India Business Council along with Franchise Council Australia keep him well informed of national trends and movement.
 
He has a passion for Business and for the successful transfer of Businesses to the next generation of ownership be it from inside a family or externally. Unlocking opportunity is a side benefit of this transaction.

Bevan regularly presents and writes on “Business” to conferences and interested industry groups.

Qualifications Memberships
REISA
Diploma of Property Services (Agency Management)
Australian Institute of Company Directors
Graduate Member
REISA
Cert IV in Property (Real Estate)
Exit Planning Institute
Graduate Member
Exit Planning Institute
Certified Exit Planning Advisor
Family Business Australia
Advisor Member
Australian Institute of Business Brokers
Certified Practising Business Broker
AIBB
Graduate Member
Family Business Australia
Accredited Advisor
Franchise Council of Australia
Corporate Member

 

Succession Planning / Employee Share Ownership Plans (ESOP)

Succession Plus supports dedicated consultation to business owners in Sydney, Melbourne, Perth and Adelaide to help them design and implement a succession planning model & exit strategy to deliver maximum value when they are ready to exit. 

The key elements to deliver this successful outcome are a combination of – Succession Planning, Valuation, Employee Share Ownership Plans (ESOP), Strategic Planning and Capital Gains Tax (CGT). 

Generally speaking Adelaide business owners are very good at a particular industry or market niche but not particularly good at management and certainly not good at maximising the value of the business - Succession Planning and Exit Strategy plans are one of the fastest-growing strategic advisory focus areas for SME owners and their advisors. Exiting can be a complicated area – for example, it nearly always involves Capital Gains Tax ! 

Our experience in utilising key tools, like an Employee Share Ownership Plan (ESOP), can assist not only in preparing for a strategic exit but also in maximising the business value. Our advisors are experienced in designing and implementing a strategic succession plan which will maximise business value and achieve a successful exit.

Succession Plus South Australia specialises in providing strategic advisory services and project management in the area of Succession Planning and exit strategies for Adelaide's small business owners.