Schedule

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  • 15 minutes

    Arrival: Tea and Coffee


  • 30 minutes

    Is your practice Succession Ready?


  • 30 minutes

    Practice Valuation


  • 30 minutes

    Succession Options


  • 30 minutes

    Morning Tea


  • 30 minutes

    Staff/Team Planning


  • 30 minutes

    Financial Analysis


  • 30 minutes

    Client Analysis


  • 45 minutes

    Lunch


  • 30 minutes

    Tax Planning


  • 30 minutes

    Funding Solutions


  • 30 minutes

    Deal Structuring


  • 30 minutes

    Business Sale / Share Sale Agreement


  • 15 minutes

    Afternoon tea


  • 30 minutes

    Due Diligence


  • 45 minutes

    Practitioner experience


  • 30 minutes

    Next Steps


  • 45 minutes

    Close and Drinks

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