The McPhail’s team held a successful client seminar this month which we hope will be the first of many such events over the coming years.

Hosted by our new partner Matthew Drew the topic of this event was business succession planning and we explored some of the business, taxation and legal issues to consider when developing an exit strategy.

Matt’s presentation covered a number of issues that Business Owners need to consider during the planning stages such as understanding your business, identifying where your potential successor may come from and setting your timeframe.

Our guest presenter, Andy Shaw of Robinson Gill Lawyers, then covered off on a number of legal items including the importance of documentation.

However, the highlight of the night was a panel discussion chaired by our very own Rebecca Rosario. Consisting of existing clients, Roger Young, Ian Edgar and John & Michael Davies the panel shared their own experiences having all recently been through the business sale process.  The insights provided by each of the panelists was invaluable and we thank them greatly for being part of the evening.

We would welcome the opportunity to assist you with your own succession plan or if you know of anyone that may benefit from our services please do not hesitate to pass on our details.

We hope to host additional client seminars in the New Year to build on the momentum generated from this one and will provide further details as the planning evolves.

picture2 copyPanel copyBrian and KV and clients copypicture3 copypicture1 copyMatt copy