Your business - Sale or Succession?
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3 min read
Not all Employee Share Schemes are created equal – Why the PPT really works.
An Employee Share Ownership Plan is essentially a trust deed, a set of plan rules, maybe an employee manual and an invitation or offer...
2 min read
Family business succession is hard – because it’s family!
Family business succession is hard – harder than other privately owned business. Why? Because it’s family! Families are complicated, relationships are literally lifelong and deep,...
2 min read
Ownership Mindset: The business model explained
Ownership Mindset is a business model for businesses who wish to engage employees and create a ‘culture of accountability, purpose and profit’. The model...
2 min read
Explaining some key valuation terms
I often hear people talk about business valuation being more art than science and put simply that is absolute rubbish, done properly, business valuation...
2 min read
Why Phantom Share Plans don’t work
Phantom Share Plans and replicator plans are designed to try to “replicate” the ownership of shares without actually granting ownership to employees – but they...
2 min read
Businesses with Employee Share Plans grow faster
There is a large volume of academic research which studies the effect an Employee Share Ownership Plan can have on employees, business performance and...
2 min read
Valuation for Financial Planners – not all revenue is created equal
I have seen multiple examples of business owners electing to walk away from their businesses and close the doors. This is the worst possible way...
2 min read
Only when the tide goes out, do you discover who’s been swimming naked
Only when the tide goes out, do you discover who’s been swimming naked. – Warren Buffett 2020 has certainly been an unusual year – but...
2 min read
Are Business Advisory Services a Worthwhile and Necessary Investment?
I often have clients ask me about the fees they should be paying to their accountant, their lawyer, their business coach etc (and most of...
2 min read
What are the Tax Implications of Gifting Private Company Shares to an Employee?
The tax concessions for employee share plans in Australia are quite generous. However, they’re also currently being reviewed through a government inquiry to see if...