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Preparing a Business for Sale Half Day

Published on 20 Jun 2018 | Took place at City West Receptions, West Perth, WA

This half-day event was designed to arm tax and business advisers with the tools to handle the following critical questions.

  • if your client intends to access the small business CGT concessions do you know how the proposed changes to these rules (intended to be retrospective to 1 July 2017) will impact your client? Do you know what factors can prevent the small business CGT concessions applying many years before the sale of business?
  • would your client benefit from restructuring prior to the sale of business?
  • how do you get funds in companies out to shareholders in a tax effective manner?
  • importantly, what tips can you provide to your client on marketing their business
  • how can you help in preparing the financial information?

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

Individual sessions

Avoid future shock

Author(s):  David Montani

This paper covers:

  • extracting maximum value from exiting a business
  • looking forward to those CGT concessions? not so fast.

 

 

Materials from this session:

Restructuring with purpose

Author(s):  Tim Poli

This presentation covers:

  • understanding the nature of the business and who the potential purchasers may be
  • what are the client’s reasons for the restructure
  • understanding how transfer duty impacts the transaction
  • considering whether any rollovers may apply for CGT and income tax
  • how could GST impact the restructure.
Materials from this session:

Killing the corporate entity

Author(s):  Kim Wallman

This presentation covers:

  • who do MVL’s?
  • why insolvency practitioners
  • de-registration
  • mechanics of an MVL
  • traps for the unwary.
Materials from this session:

What a buyer demands today in a business

Author(s):  Jim Goodwin,  Dennis Brede

This presentation covers:

  • how does a buyer find a suitable business?
  • market value
  • methods of appraisal
  • agreeing adjusted net profit (essential)
  • fundamental information.
Materials from this session:

Killing the corporate entity

Author(s):  Kim Wallman

This paper covers:

  • mechanics of an MVL
  • timings of meetings and lodgements
  • traps for the unwary.

 

Materials from this session:

Planning for the small business CGT concessions – Recent changes/updates

Author(s):  Chris Roos,  Kirsty Augustson

This paper covers:

  • overview of proposed changes
  • earnout arrangements
  • unrecognised provisions and liabilities
  • aggregated turnover.
Materials from this session: