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Business Succession Planning

Published on 28 Feb 2008 | Took place at City West Function Centre, Perth, WA

As your clients reach retirement, it is vitally important to ensure that they have effective business succession plans in place.

This seminar provided essential tax, legal, insurance, financing and practical tools today’s practitioners need to help business clients plan for the future.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Insurance, funding and superannuation aspects of business planning

Author(s):  Ian WICKENS

This paper focuses on the insurance, funding and superannuation aspects of business succession planning, including the:

  • cheapest and most effective methods of funding
  • financing options for when insurance is unavailable
  • valuation issues and methodologies.
Materials from this session:

Business succession planning

Author(s):  Craig MCKIE

This paper focuses on the importance of having a succession agreement and what the agreement should contain. In addition, it covers:

  • helping clients plan for business succession
  • legal issues surrounding succession agreements, including shareholders and partnership agreements
  • transaction tax issues.
Materials from this session: