Management Buyout, Leadership Succession, Business Tribulation and other Blogs

A blog series on management buyout and leadership succession transactions from their conception to aspects of structure, finance, documentation and completion.

Management Buyouts and Leadership Succession at Easter (6 April 2021) Read Here

Management Buyouts and Leadership Succession - the Question of Valuation (20 April 2021) Read Here

Management Buyouts and Leadership Succession - Motivations (4 May 2021) Read Here

Management Buyouts and Leadership Succession - Financing Case Study (20 May 2021) Read Here

Business Tribulation Toil and Tools (9 September 2021) Read Here

The Path Out of The Swamp (7 October 2021) Read Here

Authenticity and Endeavour (18 August 2022) Read Here

Management Buyout and Leadership Succession Webinar

OVERVIEW

A 90 minute presentation overviewing management buyout and leadership succession transactions from both the owner and manager perspectives.

LOCATIONS

Webinar

Dates

Coming soon

Recent Events

Dealing with debt Half Day Workshops

OVERVIEW

An interactive and case study style presentation for business owners who are borrowers and their advisors covering strategies to deal with debt, debt providers, debt opportunities and debt problems.

LEARNINGS

- Debt structure pitfalls and solutions
- Risk, risk silos and risk management
- When debt becomes a problem, options and solutions
- What to ask for 
- When, why and how to change banks 

The future of giving advice

A new definition of relevance (presentation to CAANZ Tauranga).

Articles

The anatonmy of a management buyout

Demographics would tell us there is a clamor of baby boomers looking to exit their business, and the question often pondered is how.

The blockchain paradigm shift

Blockchain technology is a phrase now in common use. Easy to recognise, hard to understand. In essence it provides for storage of data but in a manner that the database is not centralised to any one point. It is distributed. It is also mutable. That means it cannot be tampered with once written to the blockchain.

The Paramount Trust

There is much written about the costs and benefits of a Trust – be it a simple family trust to own your family home or a trust that is at the top of the tree of a business structure. Current thinking might include the following benefits, with associated costs and risk.