Navigating The Transition: Essential Legal Strategies for Business Succession and Exit Planning

Navigating the Transition: Essential Legal Strategies for Business Succession and Exit Planning

Australian private and family businesses are entering a pivotal transition period, with significant wealth and control shifting as owners retire or sell. Legal advisers can best assist by ensuring their skills address the unique challenges of business exits. Effective planning, along with Shareholder Agreements and Buy-Sell Agreements, is crucial. This session will explore key considerations for drafting and reviewing these critical documents to best ensure a smooth transitions, better decision-making for clients and to minimise to the extent possible the risk of subsequent litigation.

SHELLEY MULHERIN

PARTNER
THOMSON GEER

Shelley specialises in the resolution of corporate governance disputes, commercial and corporate contractual disputes and residential and commercial construction disputes. She regularly appears for clients in complex litigation in the ACT Supreme Court and Federal Court. In the management of litigation, Shelley has a detailed understanding of the complexities surrounding these disputes which commonly arise from or are related to the form of the underlying commercial structures, the nature of arrangements entered by the relevant parties, the viability of available security and funding matters. Shelley enjoys working with start ups, spin offs and challenger business models as well as with more established and mature operations.

 

Details

  • This is an on-demand webinar you can watch at anytime - a link and password will be sent to you when you register. 
  • Cost: Members - $50, Non-members $70
  • CPD: Members will receive 1 point in Core Area 4
  • This event was recorded as part of the 10th Annual Wills and Estates Conference on Thursday 5 September 2024.
  • This recording will expire on 31 December 2024

Event registration terms and conditions

ACT Law Society invoices have payment terms of 14 days. Fees are payable upon registration. A 1.2% surcharge may be incurred on payments processed via credit/debit card. The Society reserves the right to cancel or alter events at its discretion, and in such circumstances, attendees will be notified via email. 

Definitions — 'Registration' means any booking given to the Society in writing, on our website, or by phone. 'Member' means any member of the ACT Law Society, including associate members and honorary members. 'New Lawyer' means any member who has held a practising certificate for five years or less. 'CLC' means any member working for a recognised community legal centre, or holding a volunteer practising certificate. 'Student' means any member holding a student membership.

All cancellations must be made in writing, and all cancellations will incur a fee, however, no charge will be incurred for substituting another person. Outside of the cancellation periods given below, a $10 administration fee will be incurred for any cancellation made. If a registered attendee fails to attend without notifying the Society in writing, no credit or refund will be offered and 100% of the total cost will be retained by the Society. 

CPD Events — In the case of CPD events held at an venue other than the Law Society, no refund can be made after the RSVP date of the event. In the case of CPD events held at the Law Society, for cancellations made up to two working days prior to the event, 50% of the total cost will be retained by the Society as a cancellation fee and the balance may be used as a credit towards other CPD events or be refunded. If you choose to keep a credit it will remain valid for 12 months from the event date, after which time it will expire. For cancellations within two working days of the event, no refunds or credits will be applicable. 

Webinars — In the case of live or on-demand webinars, as connection details are sent when registration is completed, no refund or cancellation is available. 

Social events — In the case of social events, no refund can be made after the RSVP date of the event.

Attendees of events consent to filming, photography and sound recording as members of the audience. By registering and attending this event you agree to being filmed or photographed which may be used for marketing or promotional purposes

 

 

Registration

Member Registration $50.00(GST incl.) Register
Non-member registration $70.00(GST incl.) Register

Related Documents

Schedule

Speakers

Sponsors & Supporters

                              

This event is proudly supported by Equity Trustees. With this generous support we are able to offer a subsidised rate on member tickets. 

Equity Trustees was established in 1888 for the purpose of providing independent and impartial trustee and executor services to help families throughout Australia protect their wealth. As one of Australia’s largest and oldest listed independent trustees, they offer a diverse range of services to individuals, families and corporate clients including asset management, financial advice, estate planning and philanthropic services.

In 2022, Australian Executor Trustees (AET) joined the Equity Trustees group of companies, expanding their network of offices into all major cities, and the capability of their specialist teams. Together they share a deep commitment to their purpose of helping people take care of the future.