Agenda

Fri, 16 May

• 8:00 am - 8:30 am

  30 minutes

  Arrival: Tea & Coffee

  ---

• 8:30 am - 9:00 am

  30 minutes

  Workshop Welcome

  Colin Simkin

  ---

• 9:00 am - 9:30 am

  30 minutes

  Practice Succession Readiness

  Colin Simkin

  Learn more

  ---

• 9:30 am - 10:00 am

  30 minutes

  Understanding Practice Valuation

  Colin Simkin

  Learn more

  ---

• 10:00 am - 10:30 am

  30 minutes

  Exploring Succession Options

  Colin Simkin

  Learn more

  ---

• 10:30 am - 11:00 am

  30 minutes

  Morning Tea

  ---

• 11:00 am - 11:30 am

  30 minutes

  Staff/Team Planning

  Ian McPherson

  Learn more

  ---

• 11:30 am - 12:00 pm

  30 minutes

  Financial Analysis

  Colin Simkin

  Learn more

  ---

• 12:00 pm - 12:30 pm

  30 minutes

  Client Analysis

  Colin Simkin

  Learn more

  ---

• 12:30 pm - 1:15 pm

  45 minutes

  Lunch

  ---

• 1:15 pm - 1:45 pm

  30 minutes

  Activity: Bucket List

  Colin Simkin

  ---

• 1:45 pm - 2:15 pm

  30 minutes

  Tax Planning

  Ian McPherson

  Learn more

  ---

• 2:15 pm - 2:45 pm

  30 minutes

  Deal Structuring

  Ian McPherson

  Learn more

  ---

• 2:45 pm - 3:15 pm

  30 minutes

  Business Sale/Share Sale Agreement

  Ian McPherson

  Learn more

  ---

• 3:15 pm - 3:30 pm

  15 minutes

  Afternoon tea

  ---

• 3:30 pm - 4:00 pm

  30 minutes

  Due Diligence Essentials

  Colin Simkin

  Learn more

  ---

• 4:00 pm - 4:45 pm

  45 minutes

  Seller Experiences - Insights From Practitioners

  Robert Jackson

  Learn more

  ---

• 4:45 pm - 5:15 pm

  30 minutes

  Next Steps in Succession Planning

  Colin Simkin

  Learn more

  ---

• 5:15 pm - 6:00 pm

  45 minutes

  Close and Drinks

  ---

• 6:30 pm - 9:00 pm

  2 hours 30 minutes

  Post-workshop dinner

  Sails Noosa

  Learn more