Back by popular demand, an intensive workshop covering the need-to-know information in shareholder agreements. Beginning with the ever-popular masterclass from John Graves, a leading authority in business law, gain an expert understanding of structuring entities, entry and exit strategies. Delve into buy sell agreements, whether incorporated into the Shareholder agreement or not. Receive much requested guidance on valuations, methodologies and clauses.
Attend and earn 4 CPD units including
3 units in Substantive Law
1 unit in Professional Skills
This program is applicable to practitioners from all States & Territories
- Structuring Entities
- Structuring of companies and business entities
- Governance and control of the entity
- Financing of an entity’s business objectives
- Determination of that entity
- The importance of Shareholder Agreements generally
- Shareholder Entry and Exit Strategies
- Non-compete, confidentiality and restraint
- Managing the process by drafting and other methods
- Strategies to minimise difficulties
- Precedent clauses: Which ones work and why?
Presented by John Graves, Senior Consultant – Accredited Specialist in Business Law and In Property Law, Finn Roache Lawyers
- A look at succession planning from a commercial/tax lens
- Structuring a buy/sell agreement, whether incorporated within the shareholders agreement or as a standalone agreement
- Insurance funding and ownership
- Tax implications
Presented by Amanda Comelli, Partner, Brown Wright Stein Lawyers; Accredited Specialist in Business Law
Fiona Hansen, Senior Managing Director, Head of Valuations Advisory, FTI Consulting Australia
- Best practice in using a valuation formula
- The most useful valuation methodologies and where to apply them
- Identifying and including appropriate valuation clauses in shareholder agreements
Presented by Dan Taylor, Partner, Prime Financial Group; Fellow, Institute of Chartered Accountants Australia and Financial Services Institute Australia; Certified CA Business Valuation Specialist
Presenters
Fiona Hansen, Senior Managing Director, Head of Valuations Advisory, FTI Consulting Australia
Fiona is a Senior Managing Director and leads FTI Consulting’s Valuation Advisory practice in Australia. She has over 28 years' experience in corporate finance and business valuations having held senior roles in the Big 4 accounting firms working in Australia, Europe and South Africa. Fiona specialises in valuations of businesses, intangible assets, equity and debt instruments, executive options, impairment testing and independent experts reports. She has prepared numerous valuation reports for a range of purposes, including mergers and acquisitions, accounting, taxation, stamp duty, Corporations Act and ASX requirements. Fiona’s valuation reports comply with the relevant standards or professional requirements. They are succinct, easy to read and give clients confidence in the final outcome. Fiona has also undertaken numerous corporate finance assignments involving mergers and acquisitions, divestments and financial due diligence.
Amanda Comelli, Partner, Brown Wright Stein Lawyers
Amanda Comelli is a Law Society of NSW Accredited Specialist in Business Law and currently sits on the Law Society's Specialist Accreditation Advisory Committee for Business Law. With more than 10 years' experience as a business lawyer, Amanda provides commercial and corporate law, tax law and estate planning advice to businesses and business owners. Amanda likes to keep her practice broad, to provide her clients with well-rounded and practical legal advice. Amanda has acted for a range of clients including both private and public companies, accountants, financial planners, retailers, business owners, manufacturers, individuals (including high net worth individuals) and not-for-profit organisations. She is also a founder of the Women in Tax Discussion Group, which is hosted monthly by Brown Wright Stein, as a forum for female tax professionals to meet and discuss recent key changes in tax law in a relaxed and supportive environment. Outside of work, Amanda enjoys travel, fitness, and spending time with her family. She has also represented Australia in several international karate tournaments!
Dan Taylor, Partner, Prime Financial Group
Dan has over 20 years of advisory experience in areas of mergers & acquisitions, performance improvement, strategy, valuation and corporate restructuring, through working in corporate advisory roles for major accounting firms and boutique practices in Sydney & Adelaide. His key sectors of expertise are infrastructure, financial services, industrial products and construction. Dan has undertaken numerous engagements in these and other sectors involving business acquisitions, sales & divestments, due diligence, business valuation (for transactional, tax and financial purposes), expert witness reports, independent expert reports, strategic board / management analysis, operational & financial performance improvement as well as sitting on advisory boards of significant Australasian businesses. In the past, he has consulted and provided advice to a diverse range of businesses including Virgin Australia, Metcash, Incitec Pivot, BUPA Australia, NIB, Gloria Jeans, AMP Capital, IFM Investors, UniSuper, SA Government, Commonwealth Government, Sydney Airport, FlexiGroup, Schefenacker, Hills Industries, Sumitomo, Broadspectrum (previously Transfield Services), Flight Centre, Seven West Media, Pacific Magazines, Chubb Security, Salmat, SportsBet Australia and many other private entities in Australia and Asia. He has completed a Bachelor of Commerce and is a Fellow at the Institute of Chartered Accountants Australia and Financial Services Institute Australia as well as a certified CA Business Valuation Specialist.
John Graves, Senior Consultant, Finn Roache Lawyers
John Graves is a Commercial Lawyer providing a broad range of corporate and commercial legal services to clients across a diverse number of industries such as information technology, accountants and their clients, property and development, transport and tourism industries, and a number of others. He has extensive experience in structuring, funding and restructuring of businesses and other entities, acquisition & sale of businesses and companies, intellectual property law, competition and consumer law, property law and building, construction and development law. John is an accredited specialist of the Law Society of New South Wales in Business Law and in Property Law. John is currently the Chairman of the Examination Committee for Business Law Specialist Accreditation with the Law Society of NSW. John is the principal of Bradfield & Scott Lawyers, having previously been the Managing Partner of Ebsworth & Ebsworth and before that of Parish Patience. There is a real need for users of commercial legal services to have one lawyer who can identify their needs and provide access to a broad range of legal services, and specialists as needed. John works with his own team and with other lawyers to provide exactly that in the delivery of legal services. By his involvement in training of other lawyers, John endeavours to further meet these client needs.