NOTE: As at 9 February this event is now sold out. Please email FBA's Vic/Tas representive Tim Smith directly at tsmith@familybusiness.org.au if you wish to attend online or to be added to the waiting list if you wish to attend in person.
Join us for the next Advisor Connect Meeting by registering below.
This is an opportunity for advisors and other professionals across multiple disciplines to learn from each other, understand each other’s expertise and build a network that is required as trusted advisors to the unique Family Business sector.
Your local Advisor Facilitator Marcus Armstrong will be your main point of contact, marcus@platinumpeople.com.au.
Note: This event is for Advisors only.
This month's topic: EXIT is a Four-Letter Word
An Exit Plan is simply a strategic business plan with a defined time frame. It's the process of preparing for a transfer of a business owner’s responsibilities and balancing business readiness, financial readiness and personal readiness. including stakeholders, in preparation for transition.
Business owners may wish to step back from day-to-day operations, start a succession path for employees or family members, or divest the business from your asset base entirely.
Key Takeaways:
Regardless of the motivation, for a successful transition —where you control the process— you or your clients are going to need to do some planning. Kerry will explain the three key reasons to begin planning your exit from your business, and give us tips which also relate to life after work.
About our Speaker: Kerry Boulton
When it comes to being able to ‘monetise’ a business for sale, Kerry Boulton has over $15.4 million worth of runs on the board from businesses she has successfully helped build and sell over the past three decades. Together with her husband, Kerry has been a partner in two real estate agencies, selling the first for a multiple many times above the industry norm. The second is an actively growing business.
Not one to stand still for very long, Kerry also channeled her entrepreneurial energies into her children’s schools and the local community, while maintaining several pro-bono advisory board roles.
Over the past 20 years Kerry has mentored many owners through successful business growth… positioning them for their ultimate sale.
Despite leaving school at 15, Kerry achieved a Master’s Degree in Entrepreneurship and Innovation at the Australian Graduate School of Entrepreneurship in 1999. She was later invited to teach MBA students on the subject of Business Planning as an Adjunct Teaching Fellow at Swinburne University.
We look forward to seeing you there.
This is a hybrid event. If you are unable to attend in person and would like to join the meeting via video, please email Tim Smith FBA Vic/Tas State Representative for the hybrid link, tsmith@familybusiness.org.au.
By attending you will receive 5 CPD points.
Note: This event is for Advisors only.
Thank you to our Event Host
Please contact the FBA Office on 1800 249 357 if you require assistance with your registration.
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