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Practice acquisition and succession planning issues presentation

Published on 09 Mar 07 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • observations of the trends Macquarie Bank is observing in the areas of acquisition, succession and general funding
  • financing options to assist succession planning and acquisition
  • case studies demonstrating how practice owners have applied these options.

Author profile

Grant Robson
Grant is Head of Macquarie Relationship Banking in Perth. A graduate of the University of Western Australian, Grant is a Chartered Accountant with more than 10 years business banking experience. Since joining Macquarie's Relationship Banking division, he has developed a strong understanding of the banking requirements of professional service industries, including accounting, with key emphasis on lending to facilitate business growth, acquisition and succession planning. He now leads a skilled and dedicated relationship management team which shares his vision of providing exceptional service and innovative banking facilities to Macquarie's growing client base. - Current at 01 May 2008

 

This was presented at Exit and Entry Strategies and Valuation Consideration .

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

Individual sessions

Factors influencing practice values

Author(s):  Michelle KNIGHTS

Materials from this session:

Practice acquistion and succession planning issues

Author(s):  Grant ROBSON

Materials from this session:

Further details about this event:

 

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