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On-Demand Webinars to Build Business Value and Exit On Your Terms
Explore our collection of webinars designed for business owners and advisers. Covering employee ownership, succession, exit planning, and more, each session shares practical strategies to grow business value and prepare for a successful transition. Watch at your convenience and take away insights you can put into practice.
Employee Ownership
The Peak Performance Trust: An ESOP Built for SMEs
Employee ownership can transform the way your business grows and performs. This webinar shows how the Peak Performance Trust creates a structured, fair way for employees to share in success, strengthens retention, boosts engagement, and supports a staged, well-planned exit for founders.
The Role of Employee Ownership and Employee Ownership Trusts as a Succession Tool
Employee ownership is emerging as a powerful succession tool for Australian businesses. This webinar explains how Employee Ownership Trusts (EOTs) work in practice, and how they can help owners exit while protecting legacy, engaging employees, and securing long-term business continuity.
Understanding ESOPs: How Employee Ownership Builds Value
Curious about how employee ownership can work in your business? This on-demand webinar covers the what, when, why and how of Employee Share Ownership Plans. Learn how they help attract and keep key people, improve performance, and create a clear pathway for succession. If you’re thinking ahead to succession or just want to keep your best people engaged, you’ll take away ideas you can put into action.
Value Acceleration & Growth
It All Begins with Insights: The Roadmap to a Successful Business Exit
Every business holds untapped value, and growing it requires insight and action. This webinar shows owners and advisers how to identify risks, close value gaps, and accelerate performance, providing practical strategies to strengthen the business and maximise its worth in preparation for a successful succession or exit.
Maximising Business Value: 15 Proven Tips for a Stronger Exit
A valuable business is one that runs smoothly without heavy owner reliance, scales with confidence, and attracts the right buyer at the right time. This session shares 15 clear strategies to lift business value, focusing on model design, recurring revenue, governance, negotiation, and more, so you can protect today’s performance while preparing for a successful exit.
Succession Planning
Succession Planning for Professional Services Firms Using the I.C.E.U.™ Model
This webinar introduces the I.C.E.U.™ model—Income, Control, Equity, and Unplanned events—a practical framework to protect value, reduce founder dependence, and create a clear succession pathway. Learn how to engage your team, plan for the unexpected, and prepare your firm for a smooth, successful transition.
Family Business Succession: Balancing Legacy, Leadership and Letting Go
Balancing legacy, leadership, and letting go is never simple. Family businesses face unique challenges where emotions, expectations, and complex ownership structures all play a part. This webinar shares practical strategies to protect family wealth, strengthen governance, and prepare the next generation for leadership.
Planning for the Unexpected: Protecting Your Business Against Unplanned Events
Unexpected events can derail even the strongest businesses. Illness, disputes, cyberattacks, or natural disasters can strike without warning, threatening value and continuity. This webinar gives practical strategies to reduce risks, put protections in place, and safeguard the future of both the business and its people.
Exit Strategies & Transitions
Exit Like a Boss: Your Fast-Track Guide to a Smarter, Stronger, More Valuable Exit
Planning your business exit doesn’t have to be overwhelming. This webinar gives business owners and advisers a clear roadmap to maximise value, reduce risk, and make your business exit-ready. Using our 21-Step framework, you’ll learn strategies for a successful exit and what comes next for your wealth and legacy.
The Smart Owner's Guide to Selling a Business
A business that is prepared for sale commands higher offers and smoother transitions. This webinar shows owners and advisers how to strengthen operations, improve financial clarity, reduce owner reliance, and position the business to attract serious buyers, giving you a clear path to a confident, profitable exit.
Selling Smart: How to Maximise Value Through Mergers & Acquisitions
Selling or merging your firm is a big step, and getting it right takes more than just finding a buyer. This webinar will make you understand what really drives a successful sale. You’ll learn how to attract the right buyers, protect confidentiality, manage due diligence, and avoid the common mistakes that can derail a deal. If you're planning to retire, merge for growth, or simply realise the value you’ve built, this webinar will help you approach the M&A process with confidence and clarity.
Not All Exits are Equal: Finding the Right Strategy for Your Business
Exiting a business is a chance to shape your legacy. This webinar covers the full range of exit strategies, from trade sales and private equity to employee ownership and IPOs. You’ll learn how to weigh risks, timing, and value, and align your exit with personal goals and long-term business success. Gain practical insights to plan a transition that supports your finances, your people, and your legacy.