HOW TO MAXIMISE YOUR BUSINESS VALUEA PRACTICAL WORKSHOP - INVITATION ONLY. STRATEGIES FOR PEAK

BUSINESS PERFORMANCE AND BUSINESS EXIT/SUCCESSION PLANNING

Workshop Key Topics At the end of this workshop you will:

What is my business worth?Why do I need a robust shareholders’ agreement?How do I create a ‘�nely tuned machine’?How do we plan for the ‘good’ and ‘bad’ exits?How important is the documentation of our important data?What are the essential activities during the exit/succession process?Who can or should I sell or pass the business onto?

Have the 'bones' of your business exit plan Know what you need to do to maximise your business exit or succession Understand who needs to be involved in putting your exit plan together Comprehend the potentially signi�cant bene�ts to your 'back pocket' from being organised Know why your business needs to thrive without you and the advantages for you when that happens Want to make this the number one priority in your businessUnderstand the process involved in exiting from your business

Presented by Three Leading Experts

James O'BrienPartner

James is a highly experienced strategic advisor, coach and exit planning specialist with a passion for working with business owners to design and implement a business succession exit plan that maximises the sale value on exit.As a CPA with over 20 years progressive leadership and change management experience James is an inspirational, highly sort after speaker advocating positive change that delivers real business improvement. His enthusiasm and knowledge make him a popular authority on business and succession planning.

Andy GowersSuccesion Consultant

Stephen MoultonPartner

Stephen is a partner in Clayton Utz's Corporate Advisory/M&A team and has a particular interest in helping clients to buy and sell businesses in a cost e�ective and e�cient manner. A practising lawyer for over 28 years, Stephen has signi�cant experience in the mergers and acquisitions, sales of businesses, shareholder agreements, joint venture arrangements, employee share schemes, capital raising and general corporate/commercial advice. Stephen's experience is signi�cant in the SME sector as well as in the mid-market sector.

Friday, 15thNovember 2013

Time: 3:30 pm until 5:30 pm (Registration from 3:15 pm)Venue: Clayton Utz- Level 18, 333 Collins Street, Melbourne

Please Join Us for Refreshments and Networking Afterwards

www.successionplus.comPh 1300 665 473

www.timeadvice.com.auPh 1300 668 786

www.claytonutz.comPh 03 9286 6195

to your relevant partnerorPlease RSVP by

Andy (along with ex-ANZ business bank colleague, co-founder and fellow director of Time Advice, Mr Anuj Shangle) typically helps medium to large, private business owners plan their business exit/succession.Andy's professional experience includes over 21 years of business development, public relations, marketing consulting and �nancial planning in a range of industries including sport, FMCG, government, �nancial services and IT.He has spent 12 of those years in a business development role within the �nancial services industry.

TIME ADVICESUCCESSION PLUS CLAYTON UTZ