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Family succession planning - Sale preparedness paper


This paper covers:

  • sale readiness
  • readiness for due diligence
  • the sales process
  • post structure.

Author profiles

Paul Hindle
Paul leads PwC's Deals business in Adelaide and has over 13 years transaction experience, having worked in the UK, New Zealand and over the past five years in Adelaide. He has led a number of transaction teams in Australasia and offshore (across Asia, India and South America) providing a range of transaction services including financial due diligence, review of forecasts/projections, bank IBRs, capital raising / IPOs, cross border assignments, divestments and carve-out support. - Current at 17 December 2014
James Blackburn ATI
James Blackburn is a Partner at PwC and leads the Private Client business in Adelaide. He has over 19 years taxation, accounting and commercial experience having worked across diverse industry groups with privately owned groups, family owned and operated businesses, ASX listed companies, multi-nationals, and some of Australia's iconic high net wealth family groups and individuals. His experience includes assisting clients with their tax, superannuation and accounting obligations, succession planning, mergers & acquisitions, tax risk management, (re)structuring, capital management, inbound / outbound structuring, and executive remuneration strategies. - Current at 05 April 2016
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This was presented at Family Tax Planning for SMEs .

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Division 7A: Change is on the horizon

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