- CPD Points: 1 [PM] [PS]
- Price: $89.00
- Area: Elder and Succession Law; Estate Planning; Legal Skills & Technique; Succession Planning; Wills
- Delivered: September 2024
Digital Content
- Recording
- PDF of Slides and Paper (43 pages)
To purchase login below
Description
The Society welcomes Matthew Pawson, Consultant, Rae & Partners back to present into the 2024 Devonport Conference. Matthew states that it is a common adage, at least in the commercial law space, that business owners are “too busy working in their business to work on their business”. It has long been the case and will long continue to be so. Yet most commercial lawyers, business advisers, bankers, other stakeholders, and even business owners themselves know the benefits of effective business succession planning. Practical experience in this space, however, suggests that it is much harder to achieve for clients than it should be. This session explores the basic elements and process of preparing an effective business success plan in different business contexts.
Participants will learn practical skills to:
- Appreciate the purpose and value of business succession planning generally;
- Overcome the obstacles to getting clients to proceed;
- Engage with the relevant stakeholders (or in other words, how to herd the cats…);
- Properly address the wide range of issues that need to be covered off;
- Determine the best approach for individual clients/businesses;
- Draft an effective, bespoke business succession plan; and
- Work with other advisers to achieve a good outcome for the clients.
- CPD Points: 1 [PM] [PS]
- Price: $89.00
- Area: Elder and Succession Law; Estate Planning; Legal Skills & Technique; Succession Planning; Wills
- Delivered: September 2024
Digital Content
- Recording
- PDF of Slides and Paper (43 pages)
To purchase login below
Description
The Society welcomes Matthew Pawson, Consultant, Rae & Partners back to present into the 2024 Devonport Conference. Matthew states that it is a common adage, at least in the commercial law space, that business owners are “too busy working in their business to work on their business”. It has long been the case and will long continue to be so. Yet most commercial lawyers, business advisers, bankers, other stakeholders, and even business owners themselves know the benefits of effective business succession planning. Practical experience in this space, however, suggests that it is much harder to achieve for clients than it should be. This session explores the basic elements and process of preparing an effective business success plan in different business contexts.
Participants will learn practical skills to:
- Appreciate the purpose and value of business succession planning generally;
- Overcome the obstacles to getting clients to proceed;
- Engage with the relevant stakeholders (or in other words, how to herd the cats…);
- Properly address the wide range of issues that need to be covered off;
- Determine the best approach for individual clients/businesses;
- Draft an effective, bespoke business succession plan; and
- Work with other advisers to achieve a good outcome for the clients.
Matthew Pawson, Consultant, Rae & Partners Lawyers
About the Presenter:
Mr Matthew Pawson advises on high-level commercial transactions, business entity structuring, governance and corporations law, trusts, tax, wills and estate planning and business succession planning. He is passionate about helping clients transform ideas and aspirations into reality, while protecting their interests along the way. Matthew’s career spans over 20 years as a commercial lawyer in Hobart, Launceston and Devonport, eight years as a Board member of the Tax Institute (of which he was National President in 2017, is currently a Chartered Tax Advisor and was awarded Life Membership in 2018). Matthew is also a member of the Law Society of Tasmania, the Australian Legal Practice Management Association, and the Continuing Legal Education Association of Australia. He is also the Australia Area Director for the J. Reuben Clark Law Society. In 2022 Matthew was recognised by his peers in Doyle’s Guide as a leading corporate, commercial and business lawyer in Tasmania. Matthew has a great interest in teaching commercial law and particularly enjoys mentoring young legal practitioners, both inside and outside the firm. In 2019 Matthew was appointed as the Commercial and Corporate Practice course convenor for the Centre for Legal Studies (an adjunct of the University of Tasmania) where he teaches post-graduate commercial law practice. He has also published extensively on legal practice management and frequently presents on GST and other commercial law-related topics. Outside the law, Matthew is also Chair of the Board for an NDIS service provider company, Enriched Care Solutions, which makes a real difference in the lives of those who are differently-abled.
,
About the Presenter:
,
About the Presenter:
,
About the Presenter: