Creating a well-planned exit strategy is a testament to your dedication and hard work in building your business. We collaborate with you to develop a comprehensive succession plan that meets everyone's expectations, ensuring a smooth and successful transition.
Are you concerned that your business may struggle without your leadership? Do you worry about recovering your investment and ensuring a smooth transition upon your exit? Are you anxious about your family’s expectations for the business’s future? Succession planning is the key to addressing these key questions and securing a successful business legacy.
Our succession planning process involves clarifying your vision for the future and defining actionable steps to turn that vision into reality. We consider your business objectives and your personal and family expectations.
Business owners should have a well-defined succession plan regardless of their intended exit timeline. Early planning is essential whether you plan on exiting in the near or distant future. A carefully structured plan maximises the value extracted from your business and ensures preparedness for unforeseen events. Lack of planning can lead to unnecessary stress, compromised sale prices, strained client relationships, and damage to your business’s reputation.
Our succession planning service involves a half-day one-on-one session with our experienced team. We work closely with you to define your goals and objectives for your eventual business exit.
Before the session, you’ll complete pre-work to identify any pressing issues and align your thoughts with the session’s objectives. We will then create a concise plan tailored to your needs and ambitions.
Throughout the process, we will help you:
If you plan to become more passive in your business or sell it within the next three years, we recommend starting your succession plan now. Early planning provides ample time to prepare your business for sale and attract the ideal successor.
Benefits of our succession planning include:
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Emily ensures the efficient functioning of the +MORE Group, providing vital support across planning, operations, project management, and risk & compliance.
What excites Emily most about her role is the opportunity to make a difference, helping the +MORE Group operate at its best.
Outside work, Emily enjoys games nights with friends and, most importantly, spending time with her beautiful dog Kimbo in the great outdoors.
Matt oversees the internal finance function across the +MORE Group. He ensures the executive team is equipped with accurate financial data, monthly management reports, cash flow forecasts, and all things numbers.
Matt thrives on understanding the numbers and how they drive smart business decisions.
Beyond finance, Matt is passionate about travelling the world and enjoys playing hockey on weekends.
Kirsten leads the marketing function across the +MORE Group, shaping the brand and driving growth. She works closely with teams across the business to deliver marketing strategies that support +MORE’s vision, while overseeing brand, content, communications, and campaigns.
Kirsten is passionate about turning insight into action and building strong, consistent brands. She enjoys collaborating with teams to create meaningful marketing that connects with clients and supports business growth.
Outside of work, Kirsten keeps busy with family life, spending weekends watching her kids’ sports, fitting in runs when she can, and making the most of any opportunity to do something new.
Anna oversees the human resources function across the +MORE Group. She is responsible for recruiting, developing, and retaining talent and ensuring that our teams embody our company values and purpose daily.
Anna enjoys getting to know every team member and working with them and their manager to help them achieve their career goals. Seeing employees succeed is what motivates her!
Outside work, Anna loves spending time with her family. She has two teenage boys who love to get out and about – from multi-day bike rides in different parts of the country to catching the latest movie to board games on rainy days.
David is motivated by the +MORE purpose of smarter, better business. David is a strategic transformation and commercial Executive with over 25 years of experience in the finance and technology sectors. His role is to leverage his multinational expertise to ensure the +MORE network delivers daily for our clients and team. To him, nothing is better than seeing clients succeed in their market due to insight and collaboration with our people.
Starting life in the London dealing rooms as a derivatives trader, David’s career has seen him work with major banks worldwide.
Following a six-month program at Stanford Business School, David diversified into strategic leadership roles, building new or amplifying existing divisions of the bank. One of the most challenging but exhilarating periods was launching a start-up data platform as CEO, gaining first-hand insight into business ownership.
Most recently, David was privileged to lead the Xero global sales team, working with teams in many countries focusing on a high-growth commercial mindset.
David has a teenage family that keeps him busy outdoors, with his son cycling in the mountains or roads of New Zealand or supporting his daughter in the dance studio.
John has over 25 years of executive, non-executive and chair experience across large, complex organisations in a variety of sectors, including professional services, property, manufacturing, infrastructure, local government, SaaS and not-for-profit.
He has a Master of Business Administration (MBA) degree, is a Fellow Chartered Accountant, holds a Certificate of Public Practice with Chartered Accountants Australia, New Zealand, and is a Chartered Member of the Institute of Directors.
John specialises in assisting businesses in clearly articulating their vision, strategy, and corresponding goals. His commercial capability to monitor performance against strategic, business, and financial plans helps ensure executive leadership teams manage their businesses appropriately.
He consults with businesses on strategic, cultural, and organisational change that creates smarter, better businesses. He often works with leaders who are surrounded by uncertainty, disruption, pending technology change, investment opportunities, restructuring, and succession issues.
John also works closely with numerous local community groups and has given time to facilitate strategic plans with The Graeme Dingle Foundation (Southern), Rugby Southland, Football South, Southland Sharks, Youth Line South, Southland Engineering Cluster, The Pantry and The Grace Street Project.
Dan Henderson is an experienced advisory and accountancy leader with more than 20 years’ experience supporting business owners to drive growth, build resilience, and create long‑term value.
As CEO and Managing Director of the +MORE Group, Dan leads with a deep commercial and technical understanding of the New Zealand SME sector. His leadership is underpinned by a strong commitment to +MORE’s vision of fuelling ambitious business owners through smarter, better business.
Dan is a Fellow Chartered Accountant (FCA) and holds a Certificate of Public Practice. He is a long‑standing member of Chartered Accountants Australia and New Zealand, reflecting his strong technical foundation and commitment to professional excellence.
His expertise spans business strategy, leadership, governance, mergers and acquisitions, sales and valuation work, and international company compliance and regulatory analysis. Throughout his career, Dan has played a pivotal role in guiding organisations through complex financial and commercial landscapes. His experience covers businesses of all sizes, from start‑ups through to multi‑national corporations, giving him a well‑rounded perspective across a wide range of industries.
Dan completed his studies in Commerce and Sciences at the University of Otago, before spending ten years with one of the Big Four accounting firms. In 2013, he transitioned into business ownership and went on to establish what is now known as the +MORE Group.
In addition to his executive role, Dan is actively involved in governance and leadership across the profession and wider community. He is the Chair of MGI Australasia, providing strategic leadership within the global MGI Worldwide network, and serves as a Board Member of Variety – the Children’s Charity, supporting improved outcomes for vulnerable Kiwi children.
