Wealth & lifestyle planning discussion and we introduce new, innovative finance packages designed to facilitate practice and personal growth strategies. Further, we present an interactive workshop aimed at creating measurable, scalable, and targeted strategies designed to streamline your practice, and support and manage your team for growth.
As a strategic business advisor, I’m literally taking care of business – everyday. I work with my clients on their businesses to set them up for success, make them more profitable, helping them grow. I also assist in developing their exist strategy, which could ultimately mean a successful and profitable sale of their business.
A successful retirement requires informed and considered decision making as early as possible. Many factors, both business and financial, need to be addressed and strategies developed to achieve a successful transition from practice to personal life. Delegates will be introduced to the four key principles of the practice valuation formula – they will also be guided, through both group and individual sessions, in the process of developing a succession plan tailored for their business and lifestyle needs. Whilst the education agenda is focussed on learning, guidance and action-planning, we will also take advantage of the lifestyle offerings of our venue and surroundings through sumptuous meals, excursions and social gatherings lubricated by the finest wines of the region."
