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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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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There is a growing demand for organisations to provide transparency on their commitment to sustainability and disclosure of the nonfinancial impacts of their business activities. Commonly, the responsibility for sustainability and ESG reporting is landing with CFOs and finance teams, requiring a reassessment of a range of reporting processes and controls.
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As environmental, social, and governance (ESG) considerations become increasingly pivotal for dealmakers in Australia, it is important for investors to feel confident in assessing transactions through an ESG lens.

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Vietnam practice
Investment and business opportunities in Vietnam are expanding rapidly, driven by new markets, diverse industries, and Vietnam's growing role in export manufacturing, foreign investment, and strong domestic demand.

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Whether you’re opening a business for the first time or looking to expand, Australia is one of the most attractive business locations in the world with a relatively deregulated and open economy.

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Energy & Resources

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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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 Follow on LinkedIn

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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