Our Partners

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 business adviser. 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.

Venn Williams is a business adviser and strategist who has worked in the Accounting and Financial Services industry for over 30 years. Venn has extensive experience in managing, building and integrating financial services organisations having created and sold 3 Financial Planning firms over his career. Venn grew one of the first private banking fee base firms in Australia. He organically grew this national organisation to over $1 billion funds under management (FUM) until it was acquired in 2002 by a global financial services firm. Over the past 15 years Venn was founder and CEO of a private client services Wealth Management for corporates, executives and high-income private clients. Due to his innovative work in this area he has spoken at a number of conferences in Australia and overseas. Venn also has experience as a Director and CEO of Licensed Securities Dealers and board member of an ASX Listed Financial Services Firm.

Evan is CEPA-certified (Exit Planning) Senior Financial Adviser, dedicated to helping business owners navigate the complex landscape of exit planning and wealth maximisation. As a trusted guide for numerous professionals and business owners, his expertise lies in helping owners increase their business value, to then produce a sustainable retirement income and a lasting legacy. He learned to blend exit strategy with business, personal, and financial goals of business owners. He’s honed his skills as a Senior Financial Adviser, using his financial planning skillset to assist businesses in addressing a slew of concerns ranging from accurate company valuation to strategic planning.  The unique combination of knowledge and experience allows him to deliver solutions for the business owner’s, at a business and personal wealth planning level.

Lachlan brings over 25 years of experience leading growth and transformation across SMEs, government, and executive teams. Serving as a trusted advisor and 2iC, he helps organisations scale and navigate key transitions, including exit planning. His diverse background combines operational excellence, customer experience, and leadership—shaped by both business success and a career in alpine sports coaching and management. Lachlan works hands-on with clients to drive internal change, improve performance, and build resilient teams. His expertise spans finance, operations, compliance, strategic planning, project management, and continuous improvement. He is known for guiding businesses from where they are to where they want to be. Committed to lifelong learning, Lachlan recently completed coursework with the Australian Institute of Company Directors in governance, risk, and valuation.

Emily is a Senior Associate with Snedden Hall & Gallop Lawyers in Canberra. She works with businesses to manage the legal issues that occur at every stage of their lifecycle. She focuses on achieving practical and positive outcomes whilst assisting small to medium businesses to protect themselves against legal risks. As a Succession Plus Partner, Emily can guide you through the succession planning process and the best solution tailored for your business needs. As an experienced business lawyer, Emily can also assist you in creating the essential documentation, protections and structures that may be required to enhance your business prior to ownership transition.

As a Value Creation & Succession Advisor at Paladin Partners for over 25 years, I specialise in assisting small to medium-sized Mortgage and Finance Broking businesses achieve their goals. Certified as a 𝐂𝐄𝐏𝐀™️ [Certified Exit Planning Advisor], I leverage tools like Succession Plus and Capitaliz to provide expert guidance on growth, succession, and exit planning. My areas of expertise include Business Strategy, Succession Planning, Mergers & Acquisitions, ESOPs, Process Improvement, Family Business Consulting, and Executive Mentoring. Through tailored programs like 10XPLUS, I empower high-performing brokers to achieve their desired work-life-money balance and business success.

Lloyd commenced his career in financial services in 2003 and is a financial adviser to some of Australia’s most successful individuals, families, and businesses. Lloyd holds a Master of Applied Finance and a Bachelor of Business (Majoring in Banking & Finance, and Funds Management), amongst numerous other specialist designations and accreditations. Lloyd is also a Founding Member of, and Accredited Specialist Adviser with SAPEPAA, the ‘Succession, Asset Protection, and Estate Planning Advisers Association’. Lloyd’s clients include multi-generational families and businesses around Australia, in addition to industry recognised advisers and commentators in the fields of Accounting, Law and Private Wealth Management. Lloyd holds Sophisticated and Professional Investor status and is an active Private Equity investor. From a business perspective, Lloyd has started and grown businesses in various fields that are associated with finance, including Financial Planning, Business Consulting, SMSF Accounting and Insurance Broking.