Succession Planning for SMEs 2026 — Helping Advisors Lead the Transition (live webinar)

Price excludes GST. Broadcast Date: 22 July 2026 (10-11am)

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Product Description

According to research, the average business owner in New Zealand is around 56 years of age, and a significant proportion of them (north of 50%) are thinking about exit over the next 5 years, especially as we continue to operate in tougher economic times.

 

However, they are often so focused on the day-to-day that they don’t start thinking about how to improve the value of their business until too late nor how to start conversations with the next generation (whether family or not).

 

As advisors, accountants need to be front-footing this topic. This popular updated case study-based course will focus on how to start the ball rolling and some of the common issues (family, tax and commercial) that need to be addressed both in advance and throughout any succession transaction.

 

Given that every SME succession scenario has its own peculiarities, this case study-based course will focus on key themes and issues that need to be considered, providing a framework for advisors to be able to identify in future assignments the key issues they need to address, with some practical solutions to consider.

 

Upon satisfactory completion of this activity, you will be able to:

 

  • identify the key commercial, family and tax issues that commonly arise in SME succession planning scenarios.
  • recognise practical steps business owners can take to improve business value and prepare for succession or exit discussions.
  • apply a structured framework to help guide clients through succession planning conversations and identify appropriate advisory solutions.

 

Duration: 1.00 CPD hour including Q&A

 

Suited to:

 

  • anyone in public practice who acts for SMEs
  • corporate employees in accounting/tax roles in this space.

 

PRESENTER

 

Scott Mason, Managing Partner, Findex

 

Scott Mason has over 30 years’ experience advising on tax matters, primarily for larger owner-managed businesses throughout NZ. He is a regular presenter for TEO Training and CCH, and former Chair of the CAANZ Tax Advisory Group. Scott is renowned for making complex issues understandable.