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Business succession planning for private business presentation


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

This presentation 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.

Author profile

Paul Hockridge CTA
Photo of author, Paul HOCKRIDGE Paul of Mutual Trust, has over 30 years experience in advising high-wealth families, closely held businesses and accounting and legal firms on tax, asset protection and estate and succession planning. He has particular expertise in litigation support and property development. Paul started his career with the ATO and has worked in major legal and accounting firms. Prior to joining Mutual Trust, he was a Tax Partner at Deloitte Private for several years. For a number of years, Paul has been a regular author and speaker on taxation matters, particularly in relation to tax aspects of business and investment structuring, estate and succession planning and salary packaging. - Current at 26 September 2017
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This was presented at Business Succession Masterclass .

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

Individual sessions

How to ensure succession planning works: Facilitate the process

Author(s):  Mark LARKWORTHY

Materials from this session:

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