Schedule

Thu, 17 Nov

8:45 am - 9:00 am
15 minutes
Arrival: Tea and Coffee
9:00 am - 9:30 am
30 minutes
Is your practice Succession Ready?
9:30 am - 10:00 am
30 minutes
Practice Valuation
10:00 am - 10:30 am
30 minutes
Succession Options
10:30 am - 11:00 am
30 minutes
Morning Tea
11:00 am - 11:30 am
30 minutes
Staff/Team Planning
11:30 am - 12:00 pm
30 minutes
Financial Analysis
12:00 pm - 12:30 pm
30 minutes
Client Analysis
12:30 pm - 1:15 pm
45 minutes
Lunch
1:15 pm - 1:45 pm
30 minutes
Tax Planning
1:45 pm - 2:15 pm
30 minutes
Funding Solutions
2:15 pm - 2:45 pm
30 minutes
Deal Structuring
2:45 pm - 3:15 pm
30 minutes
Business Sale / Share Sale Agreement
3:15 pm - 3:30 pm
15 minutes
Afternoon tea
3:30 pm - 4:00 pm
30 minutes
Due Diligence
4:00 pm - 4:45 pm
45 minutes
Practitioner experience
4:45 pm - 5:15 pm
30 minutes
Next Steps
5:15 pm - 6:00 pm
45 minutes
Close and Drinks