Build Business Value, Protect Your Wealth and Create More Options for the Future
Description
Are you a business owner thinking about selling, succession or stepping away from your business in the next few years?
If so, the decisions you make before going to market can have a significant impact on the value you realise and the options available to you.
Join us after work for an evening of practical insights, food, drinks and conversation with other business owners, accountants, lawyers and advisers, many of whom can offer useful perspectives as you work through future valuation, success or sale decisions.
You’ll learn how to better understand what could be affecting the value of your business now, what you may be able to improve before a sale, and what to consider once that business value becomes personal wealth.
You’ll hear from
Paul Marini from Walker Wayland Advantage - the upcoming CGT changes and tax considerations that may affect timing, succession and sale.
Andrew Schwarz from AS Advisory - what drives business value, where value can be lost, and what owners can work on before going to market.
David Murdoch the Wealth Activist - how to think about protecting personal wealth, planning for the future and creating a legacy after a sale.
What you’ll take away
a clearer view of what buyers may look for
the factors that can strengthen or reduce business value
areas to address before a future sale
how the CGT changes may affect your planning
what to consider when moving from business wealth to personal wealth
About AS Advisory
AS Advisory works with business owners across business advisory, valuation, restructuring and complex financial situations, helping them understand their position and make informed decisions about what comes next.
For more information, visit https://asadvisory.com.au/
Lineup
Andrew Schwarz
Andrew Schwarz is the founder of AS Advisory and an experienced corporate advisor with more than 30 years in accounting, finance and business advisory. He specialises in business valuations, corporate restructuring, forensic accounting and advising business owners through periods of change, financial pressure and strategic decision-making. Andrew is also regularly engaged as an expert witness and brings extensive experience working alongside business owners, accountants, lawyers, banks and financiers. Through AS Advisory, Andrew helps business owners better understand their position, strengthen business performance and make informed decisions about value, growth, succession and exit.
Paul Marini
Paul Marini is a Tax Specialist with more than 25 years of experience advising businesses and organisations across a broad range of industries. As Head of Walker Wayland’s National Tax Advisory Team, Paul advises on complex domestic and international tax matters and brings extensive experience working with private businesses, corporate groups and investors. He holds a Master of Tax from the University of Melbourne Law School and is a Chartered Accountant and Chartered Tax Adviser. Paul is also an experienced presenter, having spoken at industry seminars and for Chartered Accountants Australia & New Zealand.
David Murdoch
David Murdoch is the founder of Paxton Bridge and an experienced financial adviser who works closely with individuals, families and business owners to bring greater clarity and direction to their financial decisions. With a background in banking, finance and financial planning, David helps clients navigate wealth management, retirement, business succession and intergenerational wealth. His approach focuses on connecting financial decisions with each client’s broader goals, helping them plan for the future with greater confidence and purpose.
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