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Family businesses come in all different shapes and sizes but no matter the size they’ll all expect the same thing from you: guidance on the best strategies to help them structure, manage, grow and potentially pass on their business. Invest in an afternoon with key family business specialists from the accounting and legal sectors who will deliver real world strategies for dealing with the most important issues facing your clients, including structuring, tax strategies, succession, business sales and more.
Attend and earn 3 CPD hours
1.45pm to 2.45pm: The Family Business Succession Conundrum
Presented by Henry Brandts-Giesen, Partner & Head of Private Wealth, Kensington Swan
2.50pm to 3.50pm: Selling a Privately Held or Family Owned Business
Join Marilyn as she discusses the unique issues and challenges of selling privately held or family owned businesses and how as a legal advisor you can best assist your client to prepare for and navigate the sale process. She will discuss the matters to consider before making a commitment to sell, right through to strategies for negotiating specific terms of a sale agreement.
Presented by Marilyn Mrkusich Senior Associate – Corporate and Commercial, MinterEllisonRuddWatts
3.55pm to 4.55pm: Tax Issues and Red Flags
Non-accountants will gain a deeper understanding of common tax issues that you need to be aware of when advising a family business.
Presented by Glen Gernhoefer, Principal and Director, Shortland Chartered Accountants
Learning Objectives