This presentation discusses business succession planning and buy/sell agreements. It covers: 1) Types of business succession agreements and their purpose of determining what happens to a business interest when an owner dies or leaves. 2) Differences between mandatory and put/call agreements and their tax treatment. 3) Trigger events such as death, illness or disability that activate the agreements. 4) Issues around valuing a business and ensuring insurance is adequate. 3) Questions are taken at the end regarding implementation and other details.

1. Business Succession Planning Presentation Business Succession & “Buy/Sell” Agreements Alex Tees , Solicitor, Estate Planning Adviser

2. Important disclaimer No person should rely on any part of the contents of this presentation without first obtaining advice from a qualified professional person. This presentation is given on the terms and understanding that the author is not responsible for the results of any actions taken on the basis of information in this presentation, nor for any error in or omission from this presentation. The author hereby expressly disclaims all and any liability and responsibility to any person, whether a purchaser, recipient or reader of this presentation or not, in respect of anything, and of the consequences of anything, done or omitted to be done by any such person in reliance, whether wholly or partially, upon the whole or any part of the contents of this presentation.

22. www.trustdeedregister.com.au Thank you! Alex Tees Tel 02 9281 3230 [email_address]