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Your business - Sale or Succession?

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Mar 18, 2021 | White Papers

Professional Services Business Model for 2030

What’s Inside? We work with a large number of professional services firms and as they get larger, we often see a repeated pattern of behaviour...
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Apr 28, 2020 | White Papers

Business Succession & Exit Planning for Real Estate Businesses

There are no major industry operators dominating the Real Estate industry, which is estimated to grow at an annualised 2.4% through to 2024-25, to $29.7bn. Businesses...
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Apr 23, 2020 | White Papers

Business Succession & Exit Planning for Insurance Broking Businesses

While the Insurance Broking Business industry did suffer declines in the years immediately subsequent to the Global Financial Crisis, revenues have recovered, and IBISWorld predicts...
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Mar 31, 2020 | White Papers

Business Succession and Exit Planning for Financial Planning Businesses

The tightening of regulations and increased compliance costs might see many financial planning firms exiting the industry within the next five years. But are they...
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Mar 31, 2020 | White Papers

Business Succession and Exit Planning for Businesses in Built Environment

There are just over 390,000 businesses working in the built environment space, representing 1 million employees and a market size of $433 billion. Owners of...
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Aug 29, 2019 | White Papers

Academic Research on ESOPs

Do Employee Share Ownership Plans provide the best outcomes for a successful exit? An Employee Share Ownership Plan (ESOP) is a mechanism for an...
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Feb 28, 2018 | White Papers

How do I minimise Capital Gains Tax?

If you’re selling a business, Capital Gains Tax is an important aspect of developing a successful Business Succession and Exit Plan. It is important to...
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Feb 28, 2018 | White Papers

Maximise your return on sale

How do I increase the value of my business? How do I best prepare my business for sale? You won’t sell the business twice. Whether...
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Feb 28, 2018 | White Papers

Remuneration and Incentive Planning

Wishing to attract, retain and motivate key employees? Looking to maximise business value through increased productivity? Employee Share Ownership Plans (ESOPs) are increasingly being used...
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Feb 20, 2018 | ESOP

PPT Overview

Over the last 15 years, we have been using a proprietary Employee Share Ownership Plan structure designed specifically as a Business Succession and Exit Planning...