The sale of shares in a business is becoming an increasingly prevalent method of purchase and can be advantageous where flexibility is required, for example, with a gradual or a partial sale of a business. This approach, however, presents significant challenges around clarifying the obligations and potential liabilities that are being assumed, with the need for a thorough due diligence process, coupled with a robust Agreement for Sale & Purchase of shares. The presenters will provide legal and accounting perspectives aimed at helping ensure that you are able to assist your clients to effectively navigate their way through this process whether you are acting for the vendors or the purchasers.
This seminar will include:
By attending this seminar you will gain:
Practitioners who advise small to medium sized businesses – intermediate level.
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Director, Bellingham Wallace, Auckland
Mike is a fellow of Chartered Accountants Australia and New Zealand (CAANZ). He brings with him a wealth of practical experience, commercial know-how and passion for a challenge. Mike has expertise in the areas of restructuring, preparing feasibility studies, strategic planning, governance, succession planning and sustainability reporting. He is closely involved in providing training for SMEs, corporates and professionals, particularly around overcoming strategic and governance issues and helping managers understand the drivers of profitability in their business. Mike was heavily involved in the development and delivery of New Zealand Trade and Enterprise’s Enterprise Training Programme and presents for the Icehouse. He represents Auckland on the CAANZ Regional Council and is the facilitator for the public practice workshops in New Zealand for all new public practitioners.
Principal, Lockhart Legal Limited, Auckland
Mason is the principal of boutique commercial and property legal practice Lockhart Legal Limited, which he set up in 2008. He has more than 20 years’ professional legal experience advising on a wide range of legal matters. Mason is a commercial lawyer with a focus on business mergers and acquisitions, and legal advice to a broad range of SME’s. He is passionate about SME’s and assisting clients to achieve great results. Mason has a strong practical grounding in advising on all aspects of private clients’ personal affairs, including asset protection, estate planning, residential conveyancing and property transactions, wills and estates.
If written notice of cancellation of a registration arrives before the day of the seminar we will refund the registration fee, less an administration fee of $40. If you are unable to attend, you may send a substitute - to correctly assign CPD credit, CLE must be notified in advance. NZLS CLE Ltd reserves the right to cancel or reschedule seminars if necessary.
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Business Shares - sale & purchase - Auckland
20 June - NZLS Auckland Branch
Business Shares - sale & purchase - Live Web Stream
20 June - At your desk or device
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