Business Transaction & Succession Services Workshop
The essential steps in the delivery of business transaction services
The advice steps for business sale, succession, investment
Managing the transaction process from start to finish
The business transaction market is hot right now. It started in 2021 and the wave of business sales and purchases, investments in business, owners planning their succession or retirement, continue headlong into 2022.
The Business Transaction & Succession Services Workshop looks at the typical transactions occurring and walks through the transaction steps from start to finish - delivering the transaction management process and many of the collateral resources you will need to deliver this service effectively and efficiently.
This series is for advisers who want to actively advise and work with their clients to complete a successful transaction. This is more than preparing their financial statements and providing some advice on tax outcomes; it is about going on the journey with them and helping them achieve a successful outcome.
You may be on the buy side or the sell side of the transaction, but the principles are the same.
What we cover
For most clients, a major transaction takes them into uncharted waters. They may know what they want to achieve, but how to get there is a different matter. For many, the financial cost of getting it wrong can be devastating. Not to mention the emotional cost and the damage that can be done to a business when a transaction goes wrong.
The Business Transaction & Succession Services Workshop delivers the framework to deliver transaction and succession services in your practice.
CCH Australia describe Greg as a “serial entrepreneur.” An apt title for the founder of the Hayes Knight group, Knowledge Shop, and Merit Wealth. He is a practice management specialist, innovator, and published author who mentors and assists firms to grow and develop their potential. An accountant for over 30 years, Greg has built a successful Australasian accounting group from modest beginnings in the outer suburbs of Sydney. A popular presenter, Greg has ‘been there and done that.’ There are no untested theories or marketing hype – just practical, realistic principles that are at the core of top quartile firms across Australia.
Beyond his practice management knowledge, Greg is a business valuation specialist. These two skills sets are a powerful combination when applied to the business of accounting. He regularly values accounting practices and has developed valuation models for the profession that look through to the core of how a successful accounting firm functions and what it should deliver.
Beyond his valuation work, Greg assists clients with both buy side and sell side transactions, from providing specific advice to acting as the client adviser from start to finish of a transaction. His experience is across a diverse range of industries and sectors on transactions ranging from $2m to $80m.