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. 

Presenters

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.


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.


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.


Amanda Comelli, Partner, Brown Wright Stein Lawyers
Amanda 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!


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.