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7 October 2026 - 

About the event

The Light Year Group community now has access to a significantly enhanced valuation capability.

 

Succession Plus has entered into a strategic alliance with Intelek Business Valuations & Advisory to deliver accredited valuation services across Australia and the United States.

 

What This Means For LYG Members

 

Many advisers are seeing increasing demand for:

  • Business valuations
  • ESOP and employee ownership transactions
  • Tax and compliance valuations
  • Buy-sell and shareholder dispute valuations
  • Exit planning and succession strategies
  • Capital raising support
  • M&A readiness and transaction support
 

Through this alliance, LYG members can now access a dedicated valuation capability supported by specialist valuation professionals and integrated with the Capitaliz platform.

 

Adviser Benefits

  • Accredited valuation expertise

     

  • White-label support where appropriate

     

  • Support for client presentations and education

     

  • ESOP and employee ownership valuation capability

     

  • M&A and succession planning support

     

  • Australian and US market capability

     

  • Future access to technology-enabled valuation workflows

 

Ideal Referral Opportunities

Business owners who are:

  • Considering succession planning

  •  

    Exploring employee ownership

  • Planning a sale within five years

  • Raising capital

  • Undertaking strategic acquisitions

  • Requiring tax or compliance valuations

  • Looking to improve business value before a future exit

 

Our objective is simple: help advisers strengthen client relationships while providing access to high-quality valuation expertise.

 

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Recording: