Purchase this two part webinar series as a package and save 10%.
Valued at $390 + GST, you get both webinars for just $351 + GST.
Wed 18 Sept, 10:30 AM - 11:45 AM
Unlock your business’s full potential and secure your future with this webinar on maximizing investment value for a successful sale or succession
For most people, the investment in a business is the single biggest opportunity to create wealth and the single biggest strategy to look after themselves and their family in retirement. Wherever you are in the process and no matter the size of the organisation, maximizing the value of that investment has never been more important.
This webinar is an overview of the steps that you can take to get the business “sale-ready” and therefor maximise the capital value on a liquidity event – whether that be a sale, MBO or generation succession. The webinar is appropriate for business owners, key personnel and business advisers of all levels. No prior financial experience is required.
A step by step process to identify:
Business owners, CEO’s, GM’s and other key personnel, Finance Professionals and Advisers.
Matt Bellingham, Director, Bellingham Wallace.
Matt has over 30 years of experience in Chartered Accounting, and heads up the Bellingham Wallace Corporate Finance Team where he applies his years of knowledge assisting businesses with Mergers & Acquisitions, Sales and Divestments, Succession Planning, Management Buy-outs, and Equity Raising. Matt thrives on getting the job done and achieving brilliant outcomes for clients.
Matt has extensive advisory and governance experience across a wide variety of industries. He now spends his days working closely with his clients on a wide range of strategic issues and sits on multiple boards or advisory boards across manufacturing, FMCG, Import / Distribution, and a variety of Service businesses.
Matt is recognised as a top-class speaker and presenter on financial, advisory, and governance topics and has been working with The Icehouse since 2011 on both the Owner Manager Program and Financial Skills Workshops consistently scoring 100% NPS.
Wed 20 Nov, 10:30 AM - 11:45 AM
Navigate the complexities of deal completion. Featuring real-life examples this webinar will help you avoid common pitfalls and maximize your transaction value
Getting a deal on the table is sometimes the easy part – taking a transaction through to completion and settlement is where things get interesting. In this webinar we will outline the key matters to be aware of and use real life examples to demonstrate where acquirers have “chipped” the price due to the vendors house not being in order.
This webinar is suitable for business owners, key personnel and business advisers of all levels. No prior financial or legal experience is required.
Gain an understanding of key matters, including:
Business owners, CEO’s, GM’s and other key personnel, Finance Professionals and Advisers.
Matt Bellingham, Director, Bellingham Wallace.
Matt has over 30 years of experience in Chartered Accounting, and heads up the Bellingham Wallace Corporate Finance Team where he applies his years of knowledge assisting businesses with Mergers & Acquisitions, Sales and Divestments, Succession Planning, Management Buy-outs, and Equity Raising. Matt thrives on getting the job done and achieving brilliant outcomes for clients.
Matt has extensive advisory and governance experience across a wide variety of industries. He now spends his days working closely with his clients on a wide range of strategic issues and sits on multiple boards or advisory boards across manufacturing, FMCG, Import / Distribution, and a variety of Service businesses.
Matt is recognised as a top-class speaker and presenter on financial, advisory, and governance topics and has been working with The Icehouse since 2011 on both the Owner Manager Program and Financial Skills Workshops consistently scoring 100% NPS.
Serjit Singh, Head of Tax, Bellingham Wallace.
Serj has over 25 years of experience across a wide range of tax practice areas. Serj started his early career at KPMG and Inland Revenue. He then joined the Shell Oil Company where he managed all things tax for Shell companies in Asia Pacific. Serj brings his experience to Bellingham Wallace and believes in making the complex world of tax, simple.
Serj enjoys advising on property tax, structuring transactions for tax efficiency, and working with clients to achieve the best outcome through Inland Revenue dealings. Given his global experience, Serj has practical insight and experience in international tax structuring, transfer pricing, efficient structuring of foreign investments and due diligence work on transactions with a tax focus.
Serj is a Fellow Chartered Accountant of CAANZ with a Bachelor of Management Studies from the University of Waikato and a Master of Taxation Studies from The University of Auckland.
Please note you can purchase these webinars individually.
Click here to view Webinar 1
Click here to view Webinar 2
2.5 CPD Hours
