This will be a practical, case study-based course following the journey of a company/business through the various
stages of managing succession/exit.

Starting with understanding value creation, we will then explore the challenges of managing internal or associated
relationships and expectations in terms of succession, before discussing the key tax and commercial implications
arising from an exit transaction, whether this be to associates or non-related parties. Whether we are dealing with
multi-generational farming scenarios or other types of trading activities such as retail, manufacturing or property,
there are commonalities but also significant differences in some of the challenges faced.

The presenter is well versed in managing the commercial, tax and family dynamics throughout this process having
operated in the SME environment for many years, and will share his experiences, good and bad, with attendees.

Upon satisfactory completion of this activity you will be able to:

• Understand potential issues with business sales
• Understand how different sale structures can impact on tax

Total CPD Hours: 3 (with a break)

Suited to: All Levels

Presenter:

Jarod Chisholm, Senior Partner, Findex/Crowe
 
Jarod is a senior partner in the Otago Tax Team for Findex/Crowe and has been a regular presenter for TEO,
presenting on a wide range of topics in all areas of tax. Jarod’s background includes working in “Big 4” firms in
Australia and New Zealand in the tax domain and working for large corporates as a management accountant.

Jarod is recognised as an industry leader in the area of foreign investment and regularly assists other
accountants/advisors with their clients. He provides commercial, practical, tax advice in all areas of tax