Our Approach

A process built around your objectives. 

Two principles sit at the centre of every mandate we take on: aligning the process to what shareholders actually want to achieve, and doing everything within our control to maximise the probability of a successful outcome.

That means preparation before process, the right buyers at the right time, and senior advisory attention from start to finish.

M&A - Why Succession Plus

Sell Your Business with Sell-Side M&A Specialists

Sell-side M&A is our core focus. When you decide to sell your business, we manage the full process from valuation and preparation through to Information Memorandum development, buyer identification, negotiation, deal structuring and completion. We run a targeted, confidential process focused on strategic and financial buyers who will recognise the highest value in your business.

You only sell a business once, so preparation is critical. We help ensure you go to market sale-ready, strengthening key value drivers and addressing risks that sophisticated buyers would otherwise discount. We also advise on divestments where owners are separating a division or business unit from a larger group.

Raise Capital with Equity & Debt Advisory

We advise business owners on raising equity and debt capital to fund growth, acquisitions, or balance sheet restructuring. Our focus is on structuring and positioning your business to attract the right investors and lenders on appropriate terms.

We manage the process end-to-end, from investment case preparation through to engagement with institutional and private capital providers, negotiation and completion. Our network spans equity investors, private credit funds, and senior lending institutions.

Capital raising is about more than access to funds — it is about securing the right capital to support strategy, preserve flexibility, and enhance long-term value.

M&A Advisory and Consulting for Middle-Market Owners

We provide independent M&A advisory and consulting to middle-market business owners, bringing senior-level attention to every mandate. Our work covers corporate strategy, valuation, process design, buyer engagement, negotiation, structuring and completion.

Most M&A consultants arrive at a transaction without context. We do not. Succession Plus has spent years helping owners reduce risk, build value, and prepare for ownership transition, and that perspective informs every transaction we run.

We work with a select number of mandates at any time, ensuring experienced advisers remain closely involved throughout. Our focus spans mid-market transactions across Australia, with experience across sectors including technology, healthcare, professional services and industrials.

Sectors We Advise

Every industry has different value drivers, risks, and buyer considerations. Our M&A advisors support owners across a range of sectors, combining transaction expertise with an understanding of what drives value in each market.

Industries we advise include:
Built Environment | Professional Services | Technology | Manufacturing & Industrials | Healthcare | E-commerce | Mining & Resources | Consumer & Retail | Financial Services | Business Services

M&A - Built Environment

Why Succession Plus M&A

We know what makes a business worth buying because we have spent years helping owners build that value. We understand what de-risks a deal, what drives value in your sector and how to structure a process that reflects your objectives. The right process design and execution changes what is possible.

Meet our advisors → Our M&A Team

Why Succession Plus

Client Testimonials

My business, Clearwater Filter Systems has been working with Craig West for approximately 5 years, during that time in his role as strategic adviser Craig has helped us successfully position our business for sale. 2 years ago our Succession Planning started when our CFO was introduced as a shareholder in the company, and therefore my partner was able to retire and sell down his equity earlier this year.

We then worked with Craig to identify key prospects for a sale of the entire business and position ourselves to maximise the value we could extract on sale. We have recently completed a sale to a NZ listed company in a very similar business and with very similar goals and beliefs to ourselves.

Craig introduced the opportunity to them, presented the information and managed the negotiation and due diligence stage. We have now sold our business in a win-win deal for both parties that now sees me becoming a major shareholder and acting as a director for both Australian and NZ companies as well being able to extract maximum value for the equity in our business.

Craig has project managed this whole process for us and coordinated the various advisers and parties on both sides of the Tasman. He has always acted with professionalism, good judgment and with our best interests at heart. I have no doubt we have had a far more successful succession planning experience, and realised a greater sale value through our involvement with Craig and would highly recommend him.

Phil Dash

CEO | Clearwater Filter Systems

I appointed Succession+ to manage the sale of my business, RHAS. There were two outstanding achievements: the preparation of a truly professional Information Memorandum and the achievement of a sale at a very 
satisfactory price. 

The information memorandum not only included the performance measures that one would expect in such a memorandum, but sliced and diced our client base to show its huge potential and  identified the future direction of the business thus making it more than an “information” memorandum: it was a truly professional sales document.

Initially we discussed a sale price for the business at what was a blue sky number and we consummated the deal at only a small fraction short of this price. Other brokers that we approached were backward looking, Succession+ 
looked at our potential and sold it!

I am happy to recommend Succession+ as a company that recognises the value in business potential and is prepared to shoot for it.

Rodney Hyman

Managing Director | RHAS

Book a Confidential Discussion

 

Tell us what a successful outcome looks like for you, and we will tell you how we would get there. Every conversation is confidential and obligation-free.

You can also send us a message and we will respond as soon as possible.

BOOK FREE CONSULTATION

Frequently Asked Questions About Selling a Business

Do I need an M&A advisor to sell my business?

An experienced M&A advisor can help business owners manage the complexity of selling a business, from preparation and valuation through to buyer negotiations and transaction completion.

Unlike simply listing a business for sale, an M&A advisor focuses on creating the right strategy, identifying suitable buyers, protecting confidentiality, and achieving the strongest possible outcome.

What does a sell-side M&A advisor do?

A sell-side M&A advisor represents the seller through the full sale of a business. That includes valuation, preparing the business and the Information Memorandum, identifying and approaching suitable buyers, running a confidential and competitive process, and negotiating and structuring the deal through to close. The aim is to maximise both value and the probability of a successful sale. 

How does the M&A process work, from valuation to close?

The process typically moves through five stages: valuation and strategy, preparation, buyer identification, negotiation and structuring, and close. Good preparation before going to market is what protects value, because sophisticated buyers discount businesses that are not sale-ready.

What is the difference between a business broker and an M&A advisor?

A business broker typically helps facilitate the sale of smaller businesses by connecting buyers and sellers.

An M&A advisor works with owners on more complex transactions, including mergers, acquisitions, and strategic business sales. This includes helping with valuation, positioning, buyer engagement, negotiation, and deal structure.

Succession Plus combines M&A advisory expertise with exit planning to help owners prepare their business for a successful transition.

When is the right time to sell my business?

The best time to sell is usually when you have options, not when you are forced to exit.

Timing depends on your personal goals, market conditions, business performance, and whether your business is ready for buyer scrutiny. Preparing early gives you more control over the process and outcome.

What should I do before putting my business on the market?

Before approaching buyers, owners should prepare financial records, operational information, customer and supplier details, contracts, systems documentation, and a clear growth story.

A well-prepared business creates confidence with buyers and can lead to stronger offers.

How long does it take to sell a business?

The timeline varies depending on the size and complexity of the business, buyer interest, preparation, and negotiation process.

Many successful transactions take several months from initial preparation through to completion. Starting early allows time to address issues that may impact value.

Can I improve my business value before selling?

Yes. Many businesses have opportunities to increase value before going to market.

Improving areas such as profitability, systems, leadership capability, customer concentration, and scalability can make the business more attractive to buyers and improve transaction outcomes.

Can Succession Plus help if I am not ready to sell yet?

Yes. Many owners begin planning their exit years before they intend to sell.

We help business owners understand where their business stands today, identify value improvement opportunities, and create a roadmap to build a more valuable and transferable business.

Do you advise on mid-market and middle-market M&A in Australia?

Yes. We focus on middle-market business owners across Australia and advise on sell-side M&A, capital raises and growth and strategic advisory across a range of sectors. 

What does M&A advisory cost, and how are fees structured?

M&A advisory fees are usually a combination of an engagement or retainer fee and a success fee payable on completion, structured to align the adviser's incentives with a successful outcome. The right structure depends on the size and nature of the mandate. We are happy to walk through this in a confidential consultation.