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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 09 February 2007
 

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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