Succession is one of the greatest challenges associated with running a family business. Every family business needs to start planning for their future leadership. Whatever your planning horizon is to transitioning your business, now is the time to start having the conversation.
Specific Objectives
This workshop will enable participants to:
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Understand what Succession involves for families in business.
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Why Succession Planning is vital for any size family business.
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Succession Planning is an essential focus for the family, the business they operate and for owners.
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Understand the elements to Succession in family business.
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Be able to assess where they are on their Succession journey and plan further steps.
*Please note that these workshops are for family business owners in South Australia only.
Who should attend
- Small and family business owners in South Australia
Facilitators
Louisa Andreucci | Hood Sweeney
With more than 10 years of professional experience, Louisa advises professionals and business clients across industries with the management of their income tax affairs, GST and the preparation of financial statements. Louisa’s clients include businesses in construction and food and hospitality, and family owned and run businesses.
Building relationships with her clients and understanding what they hope to achieve helps Louisa develop business plans and metrics around them to support the achievements and success of her clients.
Matthew Bartemucci | Hood Sweeney
Matthew Bartemucci is a chartered accountant with 20 years of experience, specialising in accounting and business advisory for family businesses, small to medium-sized enterprises and high net worth individuals. He is also an accredited Family Business Adviser with Family Business Association.
Client focused, dedicated, and understanding, Matthew specialises in the areas of business financial and management accounting, taxation and compliance, business strategy, asset protection, succession planning and governance for his clients.
The Workshops for a Solid Foundation series is an initiative of the Government of South Australia’s Office for Small and Family Business and the South Australian Small Business Strategy 2023 – 2030.
Click here to view the terms and conditions.
Please contact the office on 1800 249 357 or education@familybusiness.org.au if you have any questions or need assistance registering for this event.
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