Business Succession Planning Resources
Refer to our Blog for additional Business Succession Planning information, including useful podcasts with business succession experts
Business Succession Planning & Exit Strategy Checklist
We have prepared a detailed checklist which serves as a useful diagnostic to help you identify areas of development for your business before progressing your exit strategy. Many business owners find it useful to complete this checklist before discussing their plans with their family or professional advisers.
You can download a copy here. We hope you find it useful!
A Complete Guide to Shareholders Agreements
This comprehensive white paper tells you all you need to know about shareholders agreements, and why you are taking a huge risk if you don’t put one in place for your business. If you don’t think you need one, reading this white paper will change your mind!
You can download a copy here.
Intellectual Property Considerations When Selling Your Business
The intellectual property of your business can often be an extremely valuable asset that will translate into real dollars on exit. Michael Paphazy provides some hints and tips on how best to protect your intellectual property assets as part of preparing your business for sale.
You can download this guide here.
Dr Tom McKaskill – global serial entrepreneur
Dr Tom McKaskill is acknowledged as the worlds leading expert on exiting high growth companies. He has grown and sold several companies, and has developed a formula to turn businesses into strategic acquisition targets that break the mould of traditional valuation methodologies.
Tom has kindly given permission for us to provide a couple of his publications to you free of charge. These are as follows:
- When potential beats profit – Tom explains his methodology for turning businesses into strategic acquisition targets. This will blow your mind!
- Pitching to Investors – Tom provides a comprehensive and extremely useful checklist for business owners who are seeking to raise capital from investors.
The Business Transition Conundrum
View a video where a panel of experts hold a hypothetical case study discussion, hosted by Perpetual and Fordham Group in conjunction with Family Business Australia. About 70 business owners and advisers attended, and the event was filmed for broader circulation.
Disclaimer: Please note that all of the content in our resource library is general information only and does not take into account your personal circumstances. Always seek individual professional advice.
