Business Growth and Succession

This highly interactive, in-depth and engaging 6 hour workshop has been specifically designed to cover tax, finance, structure and wealth issues of particular significance for child care centre owners who are in partnership either with family or others.

Senior Business Financial Advisor Gabrielle Teys and Relationship Executive Kim McCauley of ACAV Partner CBA will join forces with Mills Oakley partners Andrew Spalding and Warren Scott to explore these complex and important issues. Using relevant case studies, these experienced facilitators will cover:

• Business goals and objectives, business structures, including tax differences, personal liability considerations, key clauses and implications
• Business funding options (equity, debt funding, vendor finance), risk appetite, cashflow, loan security (subordination deeds, guarantees), bank annual reviews
• Exit and entry strategies and tax considerations, succession planning, key capital gains tax implications (small business concessions)
• Wealth planning and lifestyle management, personal asset protection and intergenerational wealth transfer

Is it for you?

• Do you run one or more childcare centres?
• Are you in business with your parents, children or siblings?
• Should you be thinking about planning for retirement or transitioning the business to the next generation?
• Are you thinking about bringing new partners into your business?
• Or are you in a partnership with friends?

If the answer to any of these questions is Yes, this workshop is for you and your significant business partner/s. We highly recommend that all partners or prospective partners  attend to share in the learnings, which will address the relevant issues from the perspectives of all parties.

If you are an ACA member, please log in to access special Member pricing of $345 ($245 per person if you book 2 or more tickets) for this event.

Register now or call us on 03 9532 2017 for assistance.