Planning to Succeed
Looking after the future of your business
Succession planning is important in any business and it’s particularly crucial for family-owned operations. As the saying goes: If you fail to plan, you plan to fail.
In this workshop you’ll examine your business from the angle of management, ownership and family and identify the challenges that arise when trying to be all things at once. It will also cover the differences between tax-based transfers of assets between family members and having a sustainable business that is fit to pass on to the next generation.
You can expect to gain a clear vision for the future, a full understanding of the process, who is involved and where you can go for assistance.
Am I eligible for a 50% NZTE subsidy?
Talk to your local NZTE Regional Business Partner to find out if you meet the criteria for a 50% subsidy on BNZ Growth Programme courses, through the NZTE Capability Development Voucher Scheme.
Registering with your voucher
Choose a course, download and complete the registration form PDF 218KB including voucher number and return to BNZ with your payment. Online booking for registrations using NZTE Capability Development Vouchers is not available at this stage.
Courses eligible for NZTE Capability Development Vouchers
- Strategic Planning
- Management in Action
- Leadership in Action
- Business Governance / Agribusiness Governance
- Women in Business / Women in Agribusiness
- Women in Leadership
- Kaizen Essentials
- Business Financials / Agribusiness Financials
- Exit, Succession & Protection Planning
- Planning to Succeed
- Trusts
NZTE Capability Development Voucher criteria
To be eligible for the vouchers your business needs to be assessed by your NZTE Regional Business Partner and meet the following criteria:
- have fewer than 50 employees
- be registered for GST in New Zealand
- operating in a commercial environment
- privately owned or a Maori Trust
- demonstrate a desire to innovate and grow.
BNZ Partners Growth Programme Workshop
Terms and Conditions
- Applications to attend a BNZ Partners Growth Programme workshop (“workshop”) are subject to availability and only registered once payment is received in full. Payments will be processed upon receipt of an application.
- The registration fee covers course materials and instruction, and selected main meals provided on each workshop day. Unless otherwise stated, any other expenses related to the workshop are the responsibility of the applicant (for example, travel, internet use, accommodation, and food and beverage costs other than the main meals provided).
- BNZ will ensure that information provided by an applicant will be held securely. BNZ will not disclose the information to any person, except for the purposes described in the next condition or as authorised by you or when required or authorised by law.
- The information provided by an applicant will be used primarily for the purposes of the workshop(s) for which the applicant has registered. This will involve BNZ disclosing information to third parties to organise and deliver the workshop(s). The information may also be used to further the relationship between an applicant and BNZ and for marketing purposes, including advising you by email, text message or an online facility (without an unsubscribe facility), or by telephone or post, of any products, services or promotions offered by BNZ.
- Once registered, an applicant can withdraw from a workshop or transfer to another workshop at any time by notifying Associate – Growth Programme at BNZ, however;
a. Applicant’s transferring to another workshop within seven days before the first day of the first booked workshop, will (in addition to the cost of the workshop) be charged any hotel cancellation fees or charges and any other fees associated with the transfer incurred by BNZ;
b. Applicant’s withdrawing within seven days before the first day of the workshop (including any subsequent workshop transferred to), or not attending the workshop without giving prior notice to BNZ will be charged the full cost of the workshop and any hotel cancellation fees;
c. Applicant’s withdrawing within eight to 14 days before the first day of the workshop (including any subsequent workshop transferred to) will be charged 50% of the full cost of the workshop and any hotel cancellation fees;
d. Applicant’s withdrawing more than 14 days prior to the first day of the workshop (including any subsequent workshop transferred to) will receive a full refund of any workshop payment made.
- BNZ retains all intellectual property rights to the content of each workshop and to the materials provided to each applicant, subject to the rights of the independent presenters.
- BNZ and the independent presenters may make variations to the content or delivery of a workshop from time-to-time.
- Prices, dates, facilitators and locations of each workshop are subject to change at any time at the discretion of BNZ.