Succession Planning Workshop

Join us for this valuable, practical and insightful webinar to explore your options, confidently navigate the potential pitfalls and create a clear action plan for implementation. 

In this webinar workshop we will cover:

  • What is a succession plan and why every business owner needs one
  • Your internal and external succession options
  • The essential steps involved in developing a strong plan framework
  • Major challenges you are most likely to face and how to overcome them
  • Tips for navigating the tax and structure implications 
  • Insights for understanding the core business valuation guidelines
  • Guidance for creating a clear action plan for smooth implementation


We'll also explore some of the key issues we most often cover with our clients such as:

  • Desire for succession – is it real or cursory because of the challenge of change?
  • Key reasons for succession and are they significant catalysts for change?
  • Are there realistic values involved? Are your finances robust enough to assume risk of succession? 
  • Is an outright sale a better option?
  • What are the timeframes? It's a lengthy process, so it's important not to leave it too late
  • What legacy issues does the Vendor want/need respected?
  • What is the capacity of family members to take on succession?
  • What is the willingness of family to let go and/or takeover?
  • What tax structures and ability is there to leverage small business concessions?
  • Are your internal employees prepared and/or able to take over business?


You'll leave with Immediate Actionable Insights and two key resources - a Succession Planning Infographic for easy reference and our Valuation Methods Guide PDF

Presenter Stephen Bushell Managing Partner DFK Gooding Partners, Perth 


Presenter Gary Nugent Managing Partner DFK Nugents, Melbourne 

 

 

Presented by: