Succession Plus Workshop 15th November 2013

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HOW TO MAXIMISE YOUR BUSINESS VALUE A PRACTICAL WORKSHOP - INVITATION ONLY. STRATEGIES FOR PEAK BUSINESS PERFORMANCE AND BUSINESS EXIT/SUCCESSION PLANNING Workshop Key Topics

At the end of this workshop you will: Have the 'bones' of your business exit plan Know what you need to do to maximise your business exit or succession Understand who needs to be involved in putting your exit plan together Comprehend the potentially significant benefits to your 'back pocket' from being organised Know why your business needs to thrive without you and the advantages for you when that happens Want to make this the number one priority in your business Understand the process involved in exiting from your business

What is my business worth? Why do I need a robust shareholders’ agreement? How do I create a ‘finely tuned machine’? How do we plan for the ‘good’ and ‘bad’ exits? How important is the documentation of our important data? What are the essential activities during the exit/succession process? Who can or should I sell or pass the business onto?

Presented by Three Leading Experts James O'Brien

Andy Gowers

Partner

SUCCESSION PLUS James is a highly experienced strategic advisor, coach and exit planning specialist with a passion for working with business owners to design and implement a business succession exit plan that maximises the sale value on exit. As a CPA with over 20 years progressive leadership and change management experience James is an inspirational, highly sort after speaker advocating positive change that delivers real business improvement. His enthusiasm and knowledge make him a popular authority on business and succession planning.

Friday, 15th November 2013

Stephen Moulton

Succesion Consultant

Partner

TIME ADVICE

CLAYTON UTZ

Andy (along with ex-ANZ business bank colleague, co-founder and fellow director of Time Advice, Mr Anuj Shangle) typically helps medium to large, private business owners plan their business exit/succession. Andy's professional experience includes over 21 years of business development, public relations, marketing consulting and financial planning in a range of industries including sport, FMCG, government, financial services and IT. He has spent 12 of those years in a business development role within the financial services industry.

Stephen is a partner in Clayton Utz's Corporate Advisory/M&A team and has a particular interest in helping clients to buy and sell businesses in a cost effective and efficient manner. A practising lawyer for over 28 years, Stephen has significant experience in the mergers and acquisitions, sales of businesses, shareholder agreements, joint venture arrangements, employee share schemes, capital raising and general corporate/commercial advice. Stephen's experience is significant in the SME sector as well as in the mid-market sector.

Time: 3:30 pm until 5:30 pm (Registration from 3:15 pm) Venue: Clayton Utz- Level 18, 333 Collins Street, Melbourne

Please Join Us for Refreshments and Networking Afterwards www.successionplus.com Ph 1300 665 473

www.timeadvice.com.au Ph 1300 668 786

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to your relevant partner

www.claytonutz.com Ph 03 9286 6195


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