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Addressing business succession with employees outside of the family using share and option plans presentation

Published on 21 May 09 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what is the rationale?
  • where is it likely to work?
  • valuation issues
  • timing issues
  • compliance issues
  • case study - normal retention of key employees in business situation
  • case study - normal business succession situation.

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Author Photo - Peter BOBBIN
Peter BOBBIN

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Addressing business succession with employees outside of the family using share and option plans

Author(s):  Peter BOBBIN

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