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Business succession planning

Published on 12 Apr 02 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This seminar paper discusses the taxation issues that surround buy/sell agreements, the events that should trigger a buy/sell agreement, how can the buy out be funded, life insurance policies - how they should be owned, the valuation issues surrounding buy outs, pre-emptive rights and other succession mechanisms.

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Bernie O'SULLIVAN

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This was presented at Port Lincoln Seminar .

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