Speakers
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Louisa AndreucciAccredited Advisor
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.
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Matthew BartemucciAcredited Advisor
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.
Succession in Family Business
Succession is one of the greatest challenges associated with running a family business. Transitioning leadership is a complex strategic process, and early planning is key. Now is the time to start having the conversation. This workshop delves into what is involved in succession planning, why it is vital and the key elements involved. You’ll leave with an understanding of where you are on your succession journey and a plan for next steps.
This workshop will enable participants to:
- Understand what Succession involves for families in business.
- Why Succession Planning is vital for any size family business.
- Succession Planning is an essential focus for the family, the business they operate and for owners.
- Understand the elements to Succession in family business.
- Be able to assess where they are on their Succession journey and plan further steps.
