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The art of business succession
Succession planning
Succession planning is a complex process involving many business disciplines. This eight part series is designed to help business owners manage an orderly transition of the management and ownership of their companies.
See below to access the series
Episodes
Part eight: Internal and external financing - November 2007
This last part of the series looks at the types of financing available to businesses given the different circumstances of stakeholders of the business.
Listen to the podcast | Read the report
Part seven: The role of the adviser - October 2007
This seventh part of the series looks at how the right succession planning adviser can help anticipate and identify potential problems and manage the business succession planning process.
Listen to the podcast | Read the report
Part six: Family dynamics and governance - September 2007
This sixth part of the series looks at how to manage the personal issues involved in running a business and the benefits of formalised governance structures such as a family council.
Listen to the podcast | Read the report
Part five: Tax issues in business succession - August 2007
This fifth part of the series looks at tax, one of the most significant issues of the business succession process. Issues such as funding the exit of the founder, capital gains tax implications, loans and debt forgiveness, stamp duty and GST are all covered.
Listen to the podcast | Read the report
Part four: Legacy - July 2007
This fourth part of the series looks at grooming successors and the ongoing role of the founder of the business, contingency planning and effective ways to transfer ownership of the business.
Listen to the podcast | Read the report
Part three: Personal wealth management - June 2007
This third part of the series looks at the issues relating to the individuals involved in the succession planning process and how to set up an orderly transition of the business to the next generation.
Listen to the podcast | Read the report
Part two: Business continuity and growth - May 2007
This second part of the series looks at the transition to the successor including how to manage and develop talent, advantages and disadvantages of different entity structures, contingency planning and financing options.
Listen to the podcast | Read the report
Part one: The art is in the planning - April 2007
This first part of the series looks at what a succession plan is plus the importance of goal-setting and understanding stakeholder concerns.
Listen to the podcast | Read the report
