$0 – $33

BDAV Regional Meeting, Bendigo, Tues, 4 July 2017

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Location

National Hotel/Motel

182 High Street

Bendigo, VIC 3550

Australia

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Description

SUCCESSION PLANNING

Part of running an effective business includes considering your succession planning strategy. Whilst you may not be thinking of retiring at this stage in your career, it is prudent to understand what is involved, when the time is right. In this presentation by Travis Austerberry from local business management firm, MGR Accountants, Travis will outline the things you will need to do when you sell, close or transfer ownership of your business.

Travis will discuss:

Succession in Australia
- Statistics on various age groups, types of businesses and family v independent
Reasons for Succession
- Forced or chosen, stage of life and work-life balance
What Makes Succession Successful?
- How do you measure, how do you know when it’s been successful and intangibles
Stumbling Blocks
- Various emotions, time and difference of opinion
The Process of Succession
- Objectives
- Resources available
- Maximising and protecting business value
- Transfer (internally/externally)
- Effect on the business continuity
- Personal wealth and estate planning
- Lifestyle choices
Taking Your Business to the Market
- Strategies, agents of sale and legal obligations/documentation

ABOUT OUR PRESENTER

Travis Austerberry has been working in the accounting advisory field for more than 12 years with a particular emphasis on succession planning and business valuations. His experience mainly centres around professional services and the building industry. He has a specific interest in achieving outcomes and goals through business planning for a result. Travis is a senior accountant with MGR Accountants in Bendigo which is a large central-Victorian firm servicing clients locally, statewide and nationally.

SPONSOR

The meeting will be supported by a presentaton (unrelated) from Architectural Window Systems.

FAQs

Date

Tuesday, 4 July 2017, 5.30 for 6pm start; ends 8pm

Bookings Close

10am, 30 June 2017

Cost (Meeting Only)

BDAV Member (including Student Member): no charge
(Registrants must be listed on BDAV database to qualify for the free attendance, otherwise the non-member rate applies)

Non-Member: $33.00

CPD Points

2 CPD points
CPD points will be recorded in BDAV Members' CPD Manager following the event.
(Bookings essential to qualify for CPD Points)

Cancellation Policy

We know that situations sometimes arise preventing you from attending. However, the BDAV does incur costs in organising these events. If you find you cannot attend, please try to send a representative if possible. Cancellation fees apply via the processing company.

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Date and Time

Location

National Hotel/Motel

182 High Street

Bendigo, VIC 3550

Australia

View Map

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