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Issues covered include: Enterprise value, Tax strategies, Pre-Sale Restructuring, Selling Business with Property, CGT exemptions, Concessions, Property structure, Business valuation methodologies, Preparing a Business for Sale, Equity transfer to family, Third party sale, tangible and intangible assets, Intellectual Property, Privacy and Data Protection, M & A Merger and Acquisition.
There’s a wealth of opportunity for tax practitioners who are prepared to be actively involved in the business sale process for their clients. Prepare yourself to expertly handle the process from beginning to end by attending this one of a kind conference jam-packed with practical insights and guidance from a dozen leading industry experts. Gain a comprehensive understanding of the entire sales process, tax and accounting strategies, key privacy issues, masterful valuation strategies and more.
Attend and earn 7 CPD Points/Hours
This conference was recorded in NSW on 18 June 2019
Chair: Justin Rossetto, Partner, King & Wood Mallesons
9.00am to 9.30am: Achieving a Consensus View of Enterprise Value: Lessons Learned
Presented by Karen Dado, NSW Director, Lloyds Business Brokers
PERFECTING YOUR TAX STRATEGIES
9.30am to 10.20am: Pre-Sale Restructuring: Does Your Client Need it?
Presented by Matthew McKee, Partner, Brown Wright Stein Lawyers; CTA
10.20am to 10.35am Morning Tea
10.35am to 11.25am: CASE STUDY: Selling Business with Property: The Ideal Approach and the Tax Implications
Presented by David Shaw, Founder and CEO, WSC Group
11.25am to 12.20pm: Managing Earnouts in a Tax Effective Way
It is increasingly common to see vendors leave money on the table in the form of retained consideration, which is governed by some form of earn out considerations. There will always be a competition between capital receipts and revenue in these circumstances, and this session will delve into the common strategies employed, the advantages and disadvantages of them to both sides, and the ATO view.
Presented by Adrian Bailey, Partner, Cleary Hoare Solicitors; CTA
BUSINESS VALUATION AND MAXIMISING VALUE
12.20pm to 1.05pm: Business Valuation: Knowing the Worth of Your Client's Business
Presented by Helen Lagis, Principal and Ashish Herkal, Manager, Financial Advisory, Grant Thornton
1.05pm to 1.50pm Networking Lunch
1.50pm to 2.40pm: Preparing a Business for Sale
Whether the succession plan involves an equity transfer to family members or a third party sale, the goal will always be to ensure the business is able to clearly articulate its value and is positioned to undergo a change in ownership. Understanding the succession plan will allow business owners to optimise the value of their business on exit. Andrew Jones and Demetria Kanagasabai from PKF’s Corporate Finance team will lead a discussion which will give you insight into how to navigate your client’s circumstances. The discussion will be focused on:
Presented by Andrew Jones, Director and Demetria Kanagasabai, Principal, PKF
2.40pm to 3.20pm: PRE-SALES PREPARATION: What is Your Client's Greatest Business Asset? How to Make Your Client's Business More Valuable
In the 1900s the value of the business was equivalent to the value of its tangible assets. In the information age, value suddenly switched to less tangible assets such as databases, goodwill and intellectual property. Franchising held out the promise that if the business had the systems right the owner could put anyone behind the counter and it wouldn't matter.
We are entering the intelligence age. Machines have a far greater capacity to research problems and provide answers than we do. Years of learning can be condensed into a microsecond internet search. So where does business value reside as we come up to 2020? It's not in machines. It's not in systems. It is not in hard assets. It's in our people.
Presented by Tony Arena, Managing Director, BCI, Licensed Business Broker
3.20pm to 3.35pm Afternoon Tea
KEY BUSINESS SALE PROCESS CONSIDERATIONS
3.35pm to 4.25pm: IP, Privacy and Data Protection: Disasters Waiting to Happen and How to Avoid Them
Presented by Rebecca Lindhout, Special Counsel and Eli Fisher, Senior Associate, HWL Ebsworth
4.25pm to 5.15pm: Negotiating an M&A Transaction Agreement: What Accountants Need to Know
Presented by Kristy Dixon, Partner, Marque Lawyers
5.15pm Closing Comments by the Chair
Cliftons Sydney
Level 3, 10 Spring Street
Sydney 2000
NSW
Australia