Business Succession and Sale

Maximising Returns

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 Albany, 4 May 2017, 10am - 1pm
Auckland Ellerslie, 11 May 2017, 10am - 1pm
Auckland South, 3 May 2017, 10am - 1pm, Bruce Pulman Park (map)
Christchurch, 9 May 2017, 9.30am - 12.30pm
Dunedin, 12 April 2017, 9.30am - 12.30pm RESCHEDULED >> 27 April 2017, 9.30am - 12.30pm
Gore, 11 April 2017, 2pm - 5pm RESCHEDULED >> 18 May 2017, 2pm - 5pm
Hamilton, 2 May 2017, 1pm - 4pm
Invercargill, 11 April 2017, 08.30am - 11.30am RESCHEDULED >> 18 May 2017, 8.30am - 11.30am
Napier, 5 May 2017, 9.30am - 12.30pm
Nelson, 10 May 2017, 9.30am - 12.30pm SHIFTED TO AFTERNOON >> 1pm - 4pm
New Plymouth, 12 May 2017, 9.30am - 12.30pm
Timaru, 8 May 2017, 1pm - 4pm
Wellington CBD, 12 May 2017, 9.30am - 12.30pm


Scott Mason, Managing Partner, Crowe Horwath

Scott is the Managing Principal of Tax Advisory for Crowe Horwath NZ leading a team of 45 tax specialists, as well as a member of both the CAANZ Tax Advisory Group and the Minister of Revenue’s Tax Simplification Panel. Scott has been a hugely popular presenter for TEO since 2004, and has a special interest in the taxation of land transactions.

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). If you put the attendees name in this field, it will go to the attendee (even if you pop your email address in this field).
Course Fees

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


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