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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 is a Solicitor at Brett Davies Lawyers who works closely in association with financial services providers’ accountants and AFS licensees to provide common sense strategies and solutions for the protection and transfer of assets for individual clients, businesses. He has around 15 years experience in self managed superannuation funds. Current at 09 March 2009 Click here to expand/collapse more articles by Tim PEPPER.
 

This was presented at Estate and Succession Planning Intensive.

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