Name: Planning for succession in professional service firms (and avoiding equity disputes!)
Start: 2022-06-08T12:00:00+10:00
End: 2022-06-08T13:00:00+10:00

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We work with private businesses across Australia – and internationals looking to Australia for their investments and operations – on all accounting and...

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Having a considered and informed ESG response has never been more important for all organisations as we are seeing awareness of the elements of ESG continue to...

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The growth gateway

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Agribusiness, Food & Beverage

Supporting the growth of ‘Australian Made’ in today’s markets

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From an active natural resources M&A market, a growing energy and renewable energy market, to new technologies and export and trade agreements – we have the...

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Renewable Energy
Transformation through energy transition

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Business Planning and Strategy
Having an honest, broad-reaching and thought-provoking discussion with a skilled, independent advisor can be the catalyst for clarity – a direction to take your business forward and an understanding of what is key to success.

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Past Event: Wednesday, June 8, 2022

Planning for succession in professional service firms (and avoiding equity disputes!)

Many professional service firms have experienced growth and increased profitability over the last two years - and the focus on how profits are distributed and value transferred has never been more intense.

In this webinar we provide our insights on the key elements required to manage succession and avoid equity disputes, including:

Ownership structures & creating pathways for talent
Distribution of profits
Understanding management reporting
Valuation of ownership interests & funding

We also touch on the ATO’s latest guidance impacting professional service firms:

PCG 2021/4 Allocation of professional firm profits
TR 2022/D1 Income tax: section 100A reimbursement agreements

Watch on-demand

Speakers

Partner

Craig Lawson

Craig has significant experience advising private and family owned businesses on taxation management, asset protection and superannuation planning.

Partner

Darryn Hockley Follow on LinkedIn

Darryn Hockley is a Forensic Consulting specialist with a background in providing expert reports and expert witness services in valuation disputes, loss and damage assessments, tax disputes and negligence claims.

Planning for succession in professional service firms (and avoiding equity disputes!)

Planning for succession in professional service firms (and avoiding equity disputes!)

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Planning for succession in professional service firms (and avoiding equity disputes!)

Planning for succession in professional service firms (and avoiding equity disputes!)

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