Employee share ownership planning demystified
Employee ownership is an increasingly popular business structure for practices seeking sustainable growth and stability, increased employee engagement, and a sound succession planning strategy. But how does it work from a legal and financial perspective? View this popular webinar for an informative session presented by Marque Lawyers Senior Associate Georgia McGrath and Altus Financial Director Marc Walsh.
Originally held 23 May 2024.
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Employee ownership is an increasingly popular business structure for practices seeking sustainable growth and stability, increased employee engagement, and a sound succession planning strategy. But how does it work from a legal and financial perspective? View this webinar for an CPD session featuring Marque Lawyers Senior Associate Georgia McGrath and Altus Financial Director Marc Walsh.
Originally held 23 May 2024.
In this webinar the speakers cover –
- How ESOPs work as a succession planning solution for businesses of all sizes
- Benefits for exiting owners
- Advantages for employees and potential buyers
- Key considerations for implementing ESOPs
- Tax benefits of different scenarios for the company and for the shareholders
SPEAKERS
Georgia McGrath is a Senior Associate at Marque Lawyers in their corporate team. She has a range of experience in assisting private and public clients with each stage of their business lifecycle, from setting up companies, to securing funding and advising on corporate transactions of all kinds. Georgia has a particular passion for helping founders to implement corporate structures that set their businesses up for success.
Marc Walsh, Director of Altus Financial, works with clients to bring the vision and concept for businesses to life, implementing strategies and tax structures to help support this. Marc’s strengths lie in Tax, FBT, remuneration, Capital Gains Tax and establishing structures that enable clients to run their day-to-day operations, but also to help with their strategic and long-term growth goals. A specialist tax practitioner, Marc can relay complex taxation matters in a simplistic way.
COST & BOOKING
ACA Member $30
Non-member $60
*Reserve your tickets by making a booking below. If this link doesn’t work on your device, head to this booking link.
CPD
Completion of this 1-hour webinar and submission of answers to CPD questions will deliver 1 formal CPD point.
Learning outcomes: After completion, attendees will better understand how employee share ownership works as a form of business succession planning, benefits, considerations for implementation and general tax implications for different non-specific scenarios.
AACA Competencies: Practice Management & Professional Conduct – PC 2
Links will be provided for recording access and CPD questions. Please complete questions after viewing the webinar in its entirety. Certificates will be provided following online submission of answers to questions. Please keep your receipt, completed questions and certificate for your CPD records.
CONTACT
For any questions, please contact Katherine Ygosse webinars@aca.org.au.