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Business Succession Masterclass

Published on 31 Jul 2012 | Took place at Kooyong Lawn Tennis Club, Melbourne , VIC

    Are you advising your clients on succession? Are you covering all the critical issues?
    You should be, it is the biggest issue the current generation of accountants and lawyers need to address with their clients. Providing business succession advice can be the most interesting work you do, but there are, perhaps, more variables and risks than any other area of practice.
    This seminar covered three key areas of business succession advice - Tax, Legal and Practical Management of the personal issues faced by the people involved.

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

Individual sessions

Business succession planning for private business

Author(s):  Paul HOCKRIDGE

Business succession planning might be the most dynamic and varied multi-disciplinary process that we get involved in. This paper highlioghts a number of key issues facing private businesses and families and the author shares experiences so as to identify possible practical solutions.

This paper covers:

  • What is to be achieved, by who, when and responsibilities?
  • How, where we start and what information we need
  • Common tax issues
  • How buy-sell agreements might be used
  • Financing change and remunerating the family
  • The family office
  • Transferring control of family trusts.
Materials from this session:

How to ensure succession planning works: Facilitate the process

Author(s):  Mark LARKWORTHY

Business Succession requires a multi-disciplinary approach. No ‚One Consultant? can offer the expertise required to provide all the in depth technical and commercial solutions. This presentation outlines how the process is best facilitated or project managed with a single point of contact and through the author's experiences and case studies – how this optimises the outcomes for all parties. The presentation six step process that can be tailored to meet each client’s requirements with particular focus on the issues around developing the capabilities of the Successor and a staged transition of the Owner from Managing Director to Mentor to Retirement.

This presentataion covers:

  • diagnostics/discovery & information
  • business readiness assessment
  • business planning & remediation (fix what needs to be fixed)
  • information memorandum development
  • business process optimisation & business performance
  • preparation for sale/due diligence/post sale activities.
Materials from this session: