Succession Planning for SMEs 2024


According to research, the average business owner in New Zealand is around 56 years of age, and a significant proportion of them (north of 50%) are thinking about exit over the next 5 years, especially as we descend into tougher economic times. However, they are often so focused on the day-to-day that they don’t start thinking about how to improve the value of their business until too late nor how to start conversations with the next generation (whether family or not).

As advisors, Accountants need to be front-footing this topic. This popular updated course will focus on how to start the ball rolling and some of the common issues (family, tax and commercial) that need to be addressed both in advance and throughout any succession transaction.


Given that every SME succession scenario has its own peculiarities, this case study-based course will focus on key themes and issues that need to be considered, providing a framework for advisors to be able to identify in future assignments the key issues they need to address, with some practical solutions to consider.


Anyone in public practice who acts for SME, plus corporate employees in accounting/tax roles in this space.


Scott Mason, Senior Partner - Tax Advisory, Findex (presenting on behalf of TEO).

1.25 CPD Hours

  • Jul 24
    • $195.00 excl. GST
    Wed, 2:30 PM NZST - Wed, 3:45 PM NZST Online
    • $195.00 excl. GST

Coming Soon

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Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.


All registrants to a live webinar will automatically be sent a recording at the end of that week along with a full transcript of the webinar, regardless of whether you attended or not.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑ to confirm eligibility.