Succession 2: My Decade Long Successful Exit Plan
Melo
Melo
Head of Content
Clients invest more with us, than just assets. They invest their families’ futures, their life hopes and goals, their vulnerabilities and their long-term trust. Values are aligned. Cherie-Anne Baxter-Blyth exited her family-owned financial planning business successfully in 2025.
Here Cherie-Anne shares the 10-year plan that delivered a Great Business Transfer for owners, team members and clients. She also tells us why she hasn’t retired and has a deep-rooted desire to help others build succession plans that work for all.
Learning Outcomes:
- The point at which I knew we needed a succession plan
- My 10-year succession plan
- How I approached this with clients and staff at the forefront
- Why building this plan was so hard
- How I built a leadership team, gave them autonomy and started letting go
- How my family approached the sales process, especially my Dad
- How we were able to measure our success
- What were the team and client retention levels?
- Why I now feel a responsibility to help others and give back to the profession
- The key steps to take in planning any kind of succession.
Check out all the webinars in this series
-
Succession 1: I Watched the Soul Get Ripped Out of My Business
Victoria Hicks scaled her own financial planning firm and exited it in 2019. Victoria’s sale went wrong; for her, her team & and her clients.Register Here
-
Succession 3: A Responsibility That Does Not Retire
Join us to explore the deeper responsibility carried by everyone in the profession, and the inherent conflicts when putting a price tag on clients.Register Here
-
Succession 4: Don’t Blow It At The Finish Line
If you’re thinking about selling your business, there’s something you need to understand: the moment you sell, the rules change. And not in your favour.Register Here
