The Pro’s & Con’s of buying into your Family Business
FBA and National Partners, KPMG, are delighted to bring together our New South Wales Forum Group community.
In our session, we will explore buying into the family business – managing perspectives of the current and incoming shareholders and the process around this, let alone how to open the door to these conversations.
Joined by our panel of experts, we’ll explore, through case studies and Q&A, how
Existing Shareholders can:
• Develop smart strategies to take some money off the table
• Help the Next Generation get skin in the game
• Create equitable solutions for siblings working in the business vs doing their own thing outside the business
• Minimise tax and maximise succession while you are still here
Wannabee Shareholders can:
• Host compelling conversations to help existing shareholders loosen their grip on those shares
• Explore why you should entertain it. What other options are there?
• Broach the idea with other future shareholders – so you don’t end up with more shareholding & less family…
• Making sure you're purchasing a golden goose and not a turkey
Robyn Langsford, KPMG Private Enterprise Global Lead of Family Business
Partner at KPMG Australia with over 30 years of experience providing strategic financial and tax advisory services to privately held businesses, including family enterprises, startups and expanding businesses. I specialise in self-managed superannuation funds, asset protection, succession planning, tax-efficient structuring and philanthropic objectives.
Brooke Bardwell-Hill, KPMG Australia. Partner, Family and private businesses and enterprises, compliance, business and tax advisory services.
With over 23 years of experience, Brooke is passionate about supporting family and privately owned businesses navigate the opportunities and challenges of operating businesses and managing the compliance and tax aspects of their investments. Brooke works to mitigate tax risks while building tax-efficient strategies for acquisitions, exits, their ongoing business and significant life events.
Angela Harvey, Partner, Commercial, Estate Planning & Wills, Swaab
Swaab legal practice covers areas including construction & strata, commercial, commercial finance, corporate, employment, estate planning & wills, family, franchising, insolvency, intellectual property & technology, litigation, planning & environment, property, workplace health & safety. We work across many key industry sectors including aged care, ASX listed companies, commercial lending, FMCG, health & allied healthcare, manufacturing, professional services, property development, retail & fashion, and technology. As part of Estate Planning and Wills, Angela’s experience includes asset protection, trusts, succession planning, analysing established structures, family asset arrangements, and preparation of Wills, Powers of Attorney, and Enduring Guardian documents.
Antony Butcher, M&A Insurance Service, Gallagher
With almost 100 years since establishment, and helmed by a third generation of the founding family, Gallagher is one of the largest insurance brokerage, risk management and human capital consultancy companies in the world. Our specialist M&A Insurance Services team has over 30 years experience in providing transactional advice to family and founder-owned businesses, private equity firms, corporate clients, pension/infrastructure funds, and governments. Leading the team for Asia Pacific, Antony has embedded experience in Australia, London, Hong Kong, and China through living and working in these countries.
Antony brings 25 years of risk and insurance experience, having responsibility for providing M&A and transactional advice to corporates, pension/infrastructure funds, private equity and governments. Embedded experience in Australia, London, Hong Kong, and China through living and working in these countries.
Anesan Naidoo - Family Business Association Forum Group Facilitator, Accredited Advisor and Organisational Coach, Organisational Coaching Solutions
20 years of experience successfully coaching organisations & family businesses, Anesan supports the dynamic power of facilitating, coaching & training people as a solution to simplify communication, enhance collaboration and get business done.
Our presentation will be followed by refreshments and networking, held in alignment with FBA’s Forum Group commitment to confidentiality.
If you know other Family Business Leaders or Emerging Leaders who’d enjoy attending this session to mingle and learn about our powerful Forum Group Program, please contact Olivia Spalding, Forum Group Manager, on 03 9123 4412 or ospalding@familybusiness.org.au, who can support you with a complimentary ticket for your guest.
* Please advise us if you have any dietary requirements.
