Blog - Workshops & Courses

15Sep 2015

Succession Planning & Exit Strategy

15 Sep 2015 07:30 AM to 15 Sep 2015 09:30 AM
Cost: $85.00 incl GST

Business Succession and Exit Strategy Planning

It is a fact that a majority of people spend more time planning their holidays than they do their own Estates. Also, less than 5% of business owners have an appropriate written shareholder or partnership agreement in place.

As you may be aware preparing only your ‘will’ is not estate planning. Likewise having no written business plan and formal succession strategy from your business will not result in successful business succession. Quite the opposite.

Learning Outcomes:
•For Individuals
•For Business

As part of this seminar we will also provide you with practical tips and tricks as well is detailed insights into how successful individuals of business owners properly planned and achieved the exit plans and succession goals that they set for themselves. We will provide practical case studies and an interactive workshop approach in this session. All attendees will also be provided with useful checklists and practical guides as well as the seminar notes.

Your Presenters:

Tom Meagher –  Murfett Legal, has over 20 years business experience. Working for major national and local law firms, owning and managing an IT business, and being a director and in-house counsel for a public company. Tom’s clients include a broad range of local and national businesses and organisations (including not-for-profit entities), accounting firms, financial brokers and advisers, franchisors and high net-wealth families.

Chris Roos – A partner from the chartered accounting firm, PKF Mack, has over 15 years’ experience providing tailored advice to SME and large corporate businesses on matters including management and financial analysis and reporting, internal governance, wealth creation and protection, succession strategies and effective income tax structuring.Chris has advised clients in a variety of industries and has particular expertise in advising the engineering; building and construction; manufacturing and retail and wholesale sectors.


Location: 45 Delawney Street, Balcatta, Western Australia, Australia

Contact Details

Name: Teresa Cicirello
Phone: (08) 9240 1900

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