2009

Business Succession Agreements - Are your Clients Covered?

Source: South Australia

Published Date: 3 Mar 2009

 
We live in "interesting' times. In light of the unprecedented turmoil in investment markets and the negative knock on effects being experienced in the wider economy, now more than ever, professional advisers need to provide proactive advice! The need to have adequate business succession planning and agreements in place is an important area where professional advisers can assist their clients.

This event covered the main issues business clients need to address in relation to business succession, or "buy-sell"? agreements. The current commercial environment will place additional pressure on business partnerships and between working shareholders. A lack of business succession planning creates additional stress making voluntary exits from partnerships or shareholdings even more difficult.

Examples highlighted the key planning, taxation and funding issues for "buy- sell"? agreements.

Business succession agreements - legal issues

Author(s): John Levy

Business succession and buy-sell agreements

Author(s): Grant Edwards CTA

Business succession agreements are your clients covered?

Author(s): Grant Edwards CTA , John Levy

Details

  • Published On:3 Mar 2009
  • Took place at:Sebel Playford, Adelaide

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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