Agenda

Ian McPherson

Alex Steele

Robert Jackson

Colin Simkin

Fri, 16 May

8:00 am - 8:30 am
30 minutes
Arrival: Tea & Coffee
8:30 am - 9:00 am
30 minutes
Workshop Welcome
Colin Simkin
9:00 am - 9:30 am
30 minutes
Practice Succession Readiness
Colin Simkin
9:30 am - 10:00 am
30 minutes
Understanding Practice Valuation
Colin Simkin
10:00 am - 10:30 am
30 minutes
Exploring Succession Options
Colin Simkin
10:30 am - 11:00 am
30 minutes
Morning Tea
11:00 am - 11:30 am
30 minutes
Staff/Team Planning
Ian McPherson
11:30 am - 12:00 pm
30 minutes
Financial Analysis
Colin Simkin
12:00 pm - 12:30 pm
30 minutes
Client Analysis
Colin Simkin
12:30 pm - 1:15 pm
45 minutes
Lunch
1:15 pm - 1:45 pm
30 minutes
Activity: Bucket List
Colin Simkin
1:45 pm - 2:15 pm
30 minutes
Tax Planning
Ian McPherson
2:15 pm - 2:45 pm
30 minutes
Deal Structuring
Ian McPherson
2:45 pm - 3:15 pm
30 minutes
Business Sale/Share Sale Agreement
Ian McPherson
3:15 pm - 3:30 pm
15 minutes
Afternoon tea
3:30 pm - 4:00 pm
30 minutes
Due Diligence Essentials
Colin Simkin
4:00 pm - 4:45 pm
45 minutes
Seller Experiences - Insights From Practitioners
Alex Steele
Robert Jackson
4:45 pm - 5:15 pm
30 minutes
Next Steps in Succession Planning
Colin Simkin
5:15 pm - 6:00 pm
45 minutes
Close and Drinks
6:30 pm - 9:00 pm
2 hours 30 minutes
Post-workshop dinner
Sails Noosa