Business Succession and Sale

Maximising Returns


For those who couldn't make it earlier in the year, we're giving you another chance to see this informative face-to-face course.

This will be a practical, case study based course following the journey of a company/business through the various stages of managing succession/exit. Starting with understanding value creation, we will then explore the challenges of managing internal or associated relationships and expectations in terms of succession, before discussing the key tax and commercial implications arising from an exit transaction, whether this be to associates or non-related parties. Whether we are dealing with multi-generational farming scenarios or other types of trading activities such as retail, manufacturing or property, there are commonalities but also significant differences in some of the challenges faced.

The presenters are well versed in managing the commercial, tax and family dynamics throughout this process having both operated in the SME environment for many years, and they will share their experiences, good and bad, with attendees.

Suited to:

Accountants, business advisors/coaches, lawyers and others involved in supporting businesses in managing succession challenges and sale transactions.

Locations, Dates and Times

Auckland (Ellerslie), 16 October 2017, 1pm - 4pm
Hamilton, 17 October 2017, 9am - 12pm
Wellington (Lower Hutt), 18 October 2017, 9am - 12pm
Christchurch, 19 October 2017, 9am - 12pm
Dunedin, 20 October 2017, 9am - 12pm


Jarod Chisholm, Partner, Crowe Horwath

Jarod is a Principal in the Otago Tax Team for Crowe Horwath and has been a regular presenter for TEO for many years, presenting on a wide range of topics in all areas of tax. Jarod’s background includes working in "Big 4” firms in Australia and New Zealand in the area of tax and working in the corporate sector for large corporates as a management accountant. Jarod is recognised as an industry leaders in the area of foreign investment and regularly assists other accountants/advisors with their clients. He provides commercial, practical, tax advice in a wide range of areas including international tax, land transactions, foreign investments and superannuation schemes, restructuring and business sales/acquisitions.

Register Online
Register online now, click here (credit card only)
Training co-ordinators: put your name & email in the Order Contact field to receive a copy of the tax invoice (includes venue details).
Course Fees

  1. Early bird rate $265 if registration and payment received by Monday, 2 October 2017.
  2. Regular course fee $295 per person.
  3. Register 4 for the price of 3.


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