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The business buy sell paper

Published on 24 Sep 08 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

Corporate Club Series

This paper covers:

Corporate Club Series

  • business succession planning
  • how to identify prospects?
  • the funding
  • the agreement
  • the insurance policy
  • tax implications
  • implementation.

Author profile

Tim Pepper
Tim holds a degree in law and arts and is an experienced commercial and taxation lawyer working with Brett Davies Lawyers a firm that specialises in taxation. Tim has for a number of years actively pursued an interest in succession law in connection with the transfer of inter-generational wealth and has written extensively and conducted seminars on the subject of business succession and estate planning and the application of the various transitional taxes influencing the transfer of assets and wealth. - Current at 14 January 2013
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This was presented at Estate and Succession Planning Intensive .

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