The Otago Chamber of Commerce and Dunedin City Council have come together in a joint initiative which looks at succession planning for business owners.

 Is your succession plan/exit strategy in place?

 What is Beyond Business?

Click here for a brochure

Beyond Business is a free and confidential advisory service for business owners seeking support to start their succession planning journey. Succession planning involves developing a plan to exit your business and pass on the reins to someone else. It can take time to find the right person and ensure they are willing, able and ready to take over.

Beyond Business Advisor Warren Taylor can help you get your succession planning started. He offers impartial encouragement and a neutral sounding board for what are often very personal discussions about "life beyond the business", family expectations and potential successors.

Warren is available to come to your business home or nearby cafe to talk through your current situation and concerns, and offer some ideas on how other have overcome succession planning barriers.

CLICK HERE to go to the Beyond Business website for more details. This website provides resources and links to business professionals who support the initiative.

Start acting on your succession planning now so that you can preserve the value of all the time, effort and experience you’ve invested in your business over the years!

Call our impartial advisor today. No-one else need know and you will have made the first step to securing your future “beyond business”.

For further information contact:

Warren Taylor – Beyond Business Advisor

Otago Chamber of Commerce

Phone 03 479 0181, Mobile 027 479 0497

Email warrent@xtra.co.nz

 Who are our supporters?

Beyond Business is supported by a number of local accountants and lawyers keen to assist business owners plan their futures.

Beyond Business Professionals 

Deloitte

Phone:       03 474 8630

Email:        kycameron@deloitte.co.nz

Website:    www.deloitte.co.nz

G S McLauchlan & Co

Phone:       03 477 8192

Email:        graeme@gsm.co.nz

Website:    www.gsm.co.nz

Harvie Green Wyatt

Phone:       03 477 5005

Email:        cwyatt@hgw.co.nz

Website:    www.hgw.co.nz

Anderson Lloyd

Phone:       03 477 3973

Email:        warwick.deuchrass@alclegal.co.nz

Website:    www.alclegal.co.nz

Lucas & Lucas

Phone:       03 477 8080

Email:        garth@lucas.co.nz

Website:    www.lucas.co.nz

Rodgers Law

Phone:       03 474 0847

Email:        stephen@rodgerslaw.co.nz

Website:    www.rodgerslaw.co.nz

Ross Dowling Marquet Griffin

Phone:       03 477 8046

Email:        simon.anderson@rossdowling.co.nz

Webb Farry

Dunedin Phone: 03 477 1078

Mosgiel Phone: 03 489 5157

Email:        james.lovelock@webbfarry.co.nz

Website:    www.webbfarry.co.nz

Your Business Team

Phone:       03 479 3890

Email:        info@yourbusinessteam.co.nz

Website:    www.yourbusinessteam.co.nz

Stone Independent Insurance Advisers           

Phone:       03 471 7210

Email:        wayne.harray@stone-associates.co.nz

Website:    www.stone-associates.co.nz

New Zealand Financial Planning Co. Ltd

Phone:       03 477 7477

Email:        neville@dn.nzfp.co.nz

Website:    www.invest.co.nz

Altus Financial Services

Email:          03 474 3075

Email:        tchave@ofm.net.nz

Website:    www.ofm.net.nz

ASB Business Banking Dunedin                         

Phone:       03 470 1465

Email:        mark.hammer@asb.co.nz

Website:    www.asb.co.nz

Southern Valuation & Consultancy Ltd

Phone:       03 488 2909

Email:        adam.binns@southernvaluation.co.nz