Shareholder Agreements Workshop
Elevate your skill to navigate the key issues in structuring entities. Master how to effectively deal with entry & exit strategies & more. Minimize potential tax risks & consequences. Gain drafting techniques to expertly handle valuation. This intensive workshop delivers the legal and commercial strategies you need for your next shareholder agreement. 233N47
Description
Attend and earn 4 CPD units including:
2 unit in Substantive Law
2 units in Professional Skills
This program is applicable to practitioners from all States & Territories
Chair: Amanda Comelli, Partner, Brown Wright Stein Lawyers
PRACTICAL WORKSHOP
9.00am to 11.00am Structuring Entities
- Structuring of companies and business entities
- Governance and control of the entity
- Financing of an entity’s business objectives
- Determination of that entity
Shareholder Entry and Exit Strategies
- Non-compete, confidentiality and restraint
- Managing the process by drafting and other methods
- Strategies to minimize difficulties
- Precedent clauses: Which ones work and why?
Presented by John Graves, Accredited Specialist in Business Law and in Property Law, Bradfield & Scott Lawyers and Michael Neylan, Managing Principal, 42.2 Law
11.00am to 11.15am Morning Tea
Professional Skills
11.15am to 12.15pm Valuation Issues in Shareholders Agreements
- Incorporating valuation clauses into shareholders agreements
- Instructions to provide to the independent valuer in the shareholders agreements
- Methodologies that could be used in valuations
- Required assumptions and how these can be guided in the shareholders agreement
- Tips and traps to including valuation clauses in a shareholder agreement
Presented by Dan Taylor, Partner, Prime Financial Group; Fellow, Institute of Chartered Accountants Australia and Financial Services Institute Australia; Certified CA Business Valuation Specialist
Professional Skills
12.15pm to 1.15pm Tax Implications of Structuring Corporate and Group Entities
Presented by David Kenney, Partner - Corporate Services & Tax, Hall Chadwick
Presenters
Amanda Comelli
Amanda Comelli is a Law Society of NSW Accredited Specialist in Business Law and currently sits on the Law Society's Specialist Accreditation Advisory Committee for Business Law. With more than 10 years' experience as a business lawyer, Amanda provides commercial and corporate law, tax law and estate planning advice to businesses and business owners. Amanda likes to keep her practice broad, to provide her clients with well-rounded and practical legal advice. Amanda has acted for a range of clients including both private and public companies, accountants, financial planners, retailers, business owners, manufacturers, individuals (including high net worth individuals) and not-for-profit organizations. She is also a founder of the Women in Tax Discussion Group, which is hosted monthly by Brown Wright Stein, as a forum for female tax professionals to meet and discuss recent key changes in tax law in a relaxed and supportive environment. Outside of work, Amanda enjoys travel, fitness, and spending time with her family. She has also represented Australia in several international karate tournaments!
John Graves
John Graves is a Commercial Lawyer providing a broad range of corporate and commercial legal services to clients across a diverse number of industries such as information technology, accountants and their clients, property and development, transport and tourism industries, and a number of others. He has extensive experience in structuring, funding and restructuring of businesses and other entities, acquisition & sale of businesses and companies, intellectual property law, competition and consumer law, property law and building, construction and development law. John is an accredited specialist of the Law Society of New South Wales in Business Law and in Property Law. John is currently the Chairman of the Examination Committee for Business Law Specialist Accreditation with the Law Society of NSW. John was previously the principal of Bradfield & Scott Lawyers before their merger with Finn Roache Lawyers in August 2022, the Managing Partner of Ebsworth & Ebsworth and before that of Parish Patience. There is a real need for users of commercial legal services to have one lawyer who can identify their needs and provide access to a broad range of legal services, and specialists as needed. John works with his own team and with other lawyers to provide exactly that in the delivery of legal services. By his involvement in training of other lawyers, John endeavours to further meet these client needs.
Michael Neylan
Michael Neylan is a senior practitioner with expertise in the fields of corporations law and governance, corporate and project finance, business acquisitions and disposals, projects and joint ventures. Michael has practiced extensively in overseas jurisdictions. He is a Member of the New York Bar and a graduate of Columbia Law School. Michael is a frequent speaker at professional and industry forums and is a well credentialed University lecturer. He has been a Partner of major law firms in Sydney. In November 2017 he established the boutique legal consultancy 42.2 Law.
Dan Taylor
Dan has over 20 years of advisory experience in areas of mergers & acquisitions, performance improvement, strategy, valuation and corporate restructuring, through working in corporate advisory roles for major accounting firms and boutique practices in Sydney & Adelaide. His key sectors of expertise are infrastructure, financial services, industrial products and construction. Dan has undertaken numerous engagements in these and other sectors involving business acquisitions, sales & divestments, due diligence, business valuation (for transactional, tax and financial purposes), expert witness reports, independent expert reports, strategic board / management analysis, operational & financial performance improvement as well as sitting on advisory boards of significant Australasian businesses. In the past, he has consulted and provided advice to a diverse range of businesses including Virgin Australia, Metcash, Incitec Pivot, BUPA Australia, NIB, Gloria Jeans, AMP Capital, IFM Investors, UniSuper, SA Government, Commonwealth Government, Sydney Airport, FlexiGroup, Schefenacker, Hills Industries, Sumitomo, Broadspectrum (previously Transfield Services), Flight Centre, Seven West Media, Pacific Magazines, Chubb Security, Salmat, SportsBet Australia and many other private entities in Australia and Asia. He has completed a Bachelor of Commerce and is a Fellow at the Institute of Chartered Accountants Australia and Financial Services Institute Australia as well as a certified CA Business Valuation Specialist.
David Kenney
As a partner in Hall Chadwick's Tax Division, David Kenney delivers an in-depth knowledge of all aspects of taxation, as well as specialist counsel on highly technical areas of property taxation, Income Tax, GST, capital gains, asset protection, risk management and Stamp Duty. As well as specialist advisory services, David also provides general advice on business establishment and development, including facilitating introductions and smoothing the way for new initiatives. David is also able to help prepare comprehensive plans and implementation programs for a variety of international initiatives. David's specialist knowledge enables him to provide insightful advice for private equity groups, investment banks, property developers, investors and managed funds. He also is well respected within the industry for his business, corporate and real estate advisory, international and expatriate taxation services, IT, biotech, media, hospitality, engineering and mining Services as well as family business and succession planning. David's qualifications include: chartered accountant; member of the Taxation Institute of Australia; and he has a Bachelor of Commerce, UNSW.
Venue
Legalwise Seminars - Pitt Street
Level 11 70 Pitt Street
Sydney 2000 NSW
Australia
Parking information:
Parking not included in you registration. Here are some options below.
Secure Park 20 Bond Street - click here for rates
Wilson Park 1 O'Connell Street - click here for rates
Wilson Park 31 Bond Street - click here for rates
Directions:
Nearby Public Transport:
Train Stations - Wynyard 400m OR Martin Place 500m
Bus Interchange - Clarence Street 450m
Ferry - Circular Quay 1.2km