Practice Succession and Retirement Planning

What is the Practice Succession and Retirement Planning Retreat?

A successful retirement requires informed and considered decision making as early as possible.

Many factors, both business and financial, need to be addressed and strategies developed to achieve a successful transition from practice to personal life.

Over two highly interactive days and evenings, practice principals will be guided through the important business and financial decisions and strategies that will significantly impact their quality of life and the effectiveness of their intergenerational wealth platform.

A retreat in every sense of the word, this unique learning and lifestyle experience is set in the historic and iconic Mounty Lofty House, nestled in the heart of the stunningly beautiful Adelaide Hills wine country. Our venue perfectly complements our retreat agenda and offers doctors and their spouses the opportunity to step away from the practice to evaluate the next steps to realise the saleable value of their business and plan for their retirement.

Delegates will be introduced to the four key principles of the practice valuation formula – they will also be guided, through both group and individual sessions, in the process of developing a succession plan tailored for their business and lifestyle needs.

Whilst the education agenda is focussed on learning, guidance and action-planning, we will also take advantage of the lifestyle offerings of our venue and surroundings through sumptuous meals, excursions and social gatherings lubricated by the finest wines of the region.




“Encouraged me to re-look at my practice, to improve its profile and saleability. Identified important areas to address and who I should go to for help.”

Obstetrician & Gynaecologist

Dates and times

Due to continued travel restrictions, unfortunately this course has been cancelled.

Please keep a look for rescheduled dates to come in 2022.

Key Themes

  • Realising value

  • Improving value

  • Creating Value

  • Protecting value

More themes include:

Engaging & Motivating Your People

Marketing Strategy for Growing Value

Retirement on Your Terms

Contact us for an introduction 

Call us on 02 9229 9731 or leave your details, including the name of person you would like an introduction to and we will be in touch.

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