Join us for breakfast with Steve Morton from Moffat and Morton Chartered Accountants and Michelle Wright from Connect Business Brokers to discuss business succession planning.
While you might not be thinking of going just yet, the tools of succession planning might prove to be useful for your business into the future as you consider the importance of value adding tactics and covering all your bases.
Steve will explain what succession planning is, how to manage buy-outs and buy and sell arrangements, share buy backs and tax considerations.
Steve Morton is a Charter Accountant with 25 years of experience and holds a Masters of Taxation from Sydney University. He is an expert in succession planning for family-owned businesses and trusts with an emphasis on tax regulations.
Have you ever wondered what happens when it’s time to sell your business? Michelle will provide important information on the key things to consider before selling your business and also information on how you can keep your business sale ready.
Michelle is an AIBB Certified Practicing Business Broker with qualifications in Accounting and Business Management. Michelle is the Principal Licensee of Connect Business Brokers based in Cleveland and also works closely with the REIQ and is a member of the REIQs Business Brokers Chapter Committee. Michelle was a finalist in the REIQ Awards for Excellence – Business Broker of the Year for 2017.