Family Business - How to “keep it in the family”


Outline of the key issues to manage multi-generational business succession within a family owned business. Strategies to minimize risk in family business and ensure an orderly generational transition. 

Generational transfer is always an issue:

• CGT, stamp duty and other transfer costs are sometimes prohibitive!
• Parents (or grandparents) don’t want to let go and the younger generation are not ready to take over
• Funding the transition is always a big issue
• Employee engagement and retention is also an issue

Find out what you can put in place to minimise these risks and achieve a successful transition.

Webinar Learning Outcomes:
Trends and statistics in family business succession, key issues on managing inter-generational succession, tips and traps.

Suited to:
Accountants, financial planners and business coaches.

Presenter Bio:
Craig West is a strategic accountant who has over 20 years’ experience advising business owners. His background as a CPA in public practice, provided invaluable experience in the key issues of concern to business owners. Following 6 years of study to gain two masters degrees, Craig focused on Capital Gains Tax (CGT) for business sales advising on strategic management of tax issues. This experience formed a very strong view that business owners (and often their advisers) were unprepared and unaware of the steps required to prepare a business for exit.
Craig now acts as a strategic mentor for mid-market business owners and has written four critically acclaimed books on employee incentives, succession planning, asset protection and exit strategies. Craig has conducted numerous seminars and keynote presentations throughout Australia & internationally, including adviser education programs for the Institute of Chartered Accountants and CPA Australia.
Craig’s practice Succession Plus is the largest Business succession and exit planning firm in Australia, with offices in every state and provides advice and strategy for clients looking to prepare their business for a successful exit.

You will be provided with:
• PowerPoint presentation slide deck
• Any Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter

Further Research in CCH iKnow

Small business entities

Strategies to minimise risk and ensure an orderly transition through intergenerational succession.

  • Webinar Recording
    • PD hours: 1
    Stream this recording multiple times at your convenience.
    • $180.00 incl. GST

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Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.


Like the topic but can’t make the time? Register for the Live Session and you’ll receive the Recording regardless! You can watch it as many times as you like for up to 6 months. You will also receive Supporting Documentation.