Altus Financial



Succession Planning 101

Your questions answered



Developed by Altus Principal Client Adviser Marc Walsh

This eBook, Succession Planning 101, will introduce you to the fundamentals of succession planning. It will address common challenges, discuss goals and strategies, financial considerations and methods for identifying the best talent in your team.

Chapters Include:

  • The Importance of Succession Planning and its Challenges
  • The Financial Realm of Succession Planning
  • Developing Future Business Leaders

It will also offer quizzes and checklists so you can start planning with confidence.


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As a Principal Client Adviser at Altus, I work with business owners of SME’s that have a business vision or a goal they want to achieve. Our clients often work with me to get the best approaches to structuring, cash flow, minimise the risks in their business whilst considering increasing their personal wealth.