Shareholder Agreements Workshop

Join us for an insightful practical workshop, covering essential topics such as structuring entities, governance and financing. Discover effective strategies for shareholder entry and exit, including non-compete and confidentiality considerations as well as statutory remedies and the practicalities of enforcing shareholder agreements where there is a dispute. Gain valuable insights on valuation issues and appropriate valuations to include in shareholder agreements. 243N38

Wednesday, 20 March 2024
8:30am to 10:30am PRACTICAL WORKSHOP

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, Consultant – Accredited Specialist in Business Law and In Property Law, Finn Roache Lawyers and Sarah Toomey Westcott, Senior Associate,  Finn Roache Lawyers 

10:45am to 11:45am Shareholder Agreements and Disputes
  • The impact of the member’s statutory remedies on shareholders’ agreements and vice versa;
  • The realities of enforcing shareholder agreements in the context of a breakdown between members.

Presented by Doran Cook SC, 9th Floor, Wentworth Chambers

Chair:

Amanda Comelli, Partner, Brown Wright Stein Lawyers; NSW Accredited Specialist in Business Law

Professional Skills
11:45am to 12:45pm Valuation Issues in Shareholder Agreements
  • Using a valuation formula
  • Valuation methodologies that could be used in valuations
  • Tips and tricks to include 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

Description

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

10:30am to 10:45am Morning Tea Break

Presenters


Mr. 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.


Ms. Sarah Toomey Westcott, Senior Associate, Finn Roache Lawyers
Sarah assists a range of clients in providing both commercial and personal legal services across a variety of fields including the information technology, entertainment, property and building, and tourism industries, as well as providing legal services to clients within the non-for-profit sector (including religious organisations). Sarah also has extensive litigation experience across a number of jurisdictions, and has regularly appeared in the Supreme Court of NSW, Federal Court and Administrative Appeals Tribunal in a broad range of personal and commercial disputes.


Mr. John Graves, Consultant – Accredited Specialist in Business Law and In Property Law, 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 was previously the principal of Bradfield & Scott Lawyers before their merger with Finn Roache Lawyers in August 2022, 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.


Doran Cook SC, 9th Floor, Wentworth Chambers
Doran Cook SC is a member of Nine Wentworth Chambers. Doran took silk in 2016 and has been recognised repeatedly in the Doyle’s Guide both in Insolvency & Restructuring and Commercial Litigation as well as in Best Lawyers. Doran’s practice focuses on corporation law but he also appears in a wide range of equity and commercial cases, many of which have been reported. Doran has extensive appellate experience both in the Court of Appeal and the Full Court.

243N38

Shareholder Agreements Workshop

CHOOSE YOUR SESSION AND
DELIVERY MODE BELOW

Single Session
Wednesday, 20 March 2024
8:30am to 12:45pm Australia/Sydney
CPD Points 4
$505.00
$505.00
Face to Face 20240722 20240320

Face to Face

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Online 20240722 20240320

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On Demand 20240722 20240320

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Venue
Cliftons - Margaret St, Level 13

Level 13, 60 Margaret Street, Sydney

Directions

Closest Train Stations: Wynyard (100m) and Martin Place (700m)

Closest Bus Interchange: Clarence Street (170m)

Ferries: Circular Quay (1.2km)

Parking Information

Parking not included with registration. Possible options:
Met Centre, Jamison StClick here for rates

Amora Hotel - Click here for rates

Secure Park 20 Bond St - Click here for rates