Join us for a light lunch and learn Advisor Connect where we'll explore practical strategies and structures for financing business succession. With a growing number of business owners planning their exit, understanding the funding options available to facilitate smooth and tax-effective transitions is more important than ever.
This is an opportunity for advisors across multiple disciplines to learn from each other, understand each other’s expertise and build a network as trusted advisors who consult the Family Business sector.
Note: This event is for Advisors only.
Topic: Financing Business Succession through bank debt and other structures
Speakers: Susan Hawkins and Chris Dinow from ANZ
ANZ experts Susan Hawkins and Chris Dinow will share insights into how bank debt and other financial instruments can be leveraged to support succession planning.
They’ll cover:
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Key considerations in succession financing
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Structuring deals using bank debt
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Alternative funding mechanisms and their role
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Real-world case studies and lessons learned
This session is designed to equip advisors with the knowledge to better support their clients through complex succession events, offering valuable guidance on navigating financial, operational, and stakeholder challenges.
Don't miss this opportunity to deepen your expertise and connect with industry peers.
We look forward to seeing you there and joining in on this interesting conversation.
To help with breakfast catering, please register in advance. are generously hosting this event, and accurate numbers will ensure we can look after everyone on the day.
Please contact SA/NT State Representative, Amanda Russell on arussell@familybusiness.org.au or 0466 453 803 if you need assistance with registration.
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