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Readying the business for sale presentation

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Non Member Price: $15.00

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 10 Jan 14 by QUEENSLAND DIVISION, THE TAX INSTITUTE

Selling a business involves getting one’s house in order – but it is also much more than that! There are lots of commercial matters that will need attention, but tax needs a clear focus. This presentation covers:

  • surviving tax due diligence
  • what pre-sale transactions or restructures are necessary to be able to sell what is on offer?
  • managing tax compliance & risks associated with distributions, buybacks, demergers, entity exits & the like
  • managing the exit of management, employees & minority shareholders.

Author profile

Troy Morgan CTA
Troy Morgan, CTA, is a Partner with Deloitte Private in Brisbane. Troy advises a wide range of clients on various tax and commercial matters including business structuring, restructuring, inbound and outbound investment, tax-effective financing and small business CGT concessions. Prior to joining Deloitte in 2012, Troy undertook a similar role with PwC Private clients for four years and before that worked as a CFO for a funds management and structured property finance group. - Current at 24 November 2014
Click here to expand/collapse more articles by Troy MORGAN.

 

This was presented at Expanding Private Business Day 4: Exit Strategies .

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

Individual sessions

Readying the business for sale

Author(s):  Troy MORGAN

Materials from this session:

Determining and treating sales proceeds

Author(s):  Paul BANISTER,  Karlene SANDALJIAN

Materials from this session:

Ensuring access to small business CGT concessions

Author(s):  Brian J RICHARDS

Materials from this session:

Bringing an entity to an end

Author(s):  Paul BANISTER,  Karlene SANDALJIAN

Materials from this session:

Disablement and death - the unexpected exit

Author(s):  Greg CAHILL

Materials from this session:

Utilising superannuation funds to facilitate succession and exit

Author(s):  Neal DALLAS,  Clifford HUGHES

Materials from this session:

Further details about this event:

 

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