Company Information

Get to know Succession First Pty Ltd

Succession First Pty Ltd is an Australian-based advisory firm dedicated to guiding business owners through the entire lifecycle of their business exit. Their services focus on three key areas: accurately valuing the business, implementing strategies to improve its value and saleability, and managing the succession or sale process. By offering expert advice on succession planning, business improvement, and sale readiness, the company aims to ensure that owners achieve their personal and financial goals upon transitioning out of their business.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Succession First Pty Ltd

Australia

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.