Learn with Rob

Here's what I learnt about business succession planning#businessvaluation #buildtosell

23 Apr 2026 · 1:40 · Watch on YouTube

Description

Last week I was in New Zealand speaking on an international panel about succession planning.

My perspective was from someone who bought into a business, not exited one.

And the biggest thing that came up…
buyers aren’t just assessing numbers, they’re assessing risk.

If the business relies heavily on one person, it becomes harder to step into.

Whereas businesses with strong teams, clear processes, and shared ownership tend to be far more attractive.

Succession isn’t something you think about at the end.
It’s something you build towards over time.

General advice only. This information is based on Australian regulations and does not take into account your personal circumstances.

Amy Lehmann is an Authorised Representative (No. 1292710) of Consortium Private Wealth Pty Ltd (AFS Licence 495401).

#SuccessionPlanning #BusinessGrowth #RiskManagement #Leadership #EntrepreneurMindset

The information provided in this article is general in nature only and does not constitute personal financial advice.