Nick Marsh
10 Oct 2021
Help Your Business Owner Clients Retain Key Employees In Their Business Post-COVID
And Grow Your Advisory Fees!!
As business owners continue to adapt to the challenges of the pandemic, retaining their most talented and productive staff members, will become an even greater priority.
Genfocus Succession was founded to answer a need in the SME community for assistance in attracting and retaining key people into the business, accelerating growth and being a potential future purchaser of the business.
What is the answer? EMPLOYEE OWNERSHIP
Come and join a collaborative way of supporting your clients and deepening your relationship with them, while generating additional revenue for your practice.
Ron Gibson, trusted adviser to professional firms on business growth, will introduce
Ingrid Workman, Tim Bonifant & Nick Marsh of Genfocus Succession. Ron will then moderate the session.
Ingrid is Co-Founder of Genfocus Succession, and a Chartered Accountant in practice. She will share insights and tools from her 15 years' experience in building a successful advisory business in her own practice, including business succession planning.
Topics for discussion:
• Opportunities to provide additional revenues for your firm
• How do you actually identify your clients most at risk?
• Building business resilience & preserving your client’s legacy
• Achieving outcomes for the business owner and their family that result in a realistic and achievable succession plan
• Assisting in retaining your client’s best people - the future leadership of the business
• Creating opportunity and a fair deal for key employees
• Improving the future prospects of the business
• Avoiding hardball tactics, transaction expenses and deal failures
• Real examples & outcomes from employee ownership plans
• Your questions answered
The Park Business Centre, 45 Ventnor Avenue, West Perth
A light lunch will be provided. Please confirm your attendance and any catering needs by 20th October 2021 - nick@genfocussuccession.com.au