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SUCCESSION PLANNING.

You’ve built a solid business and it’s time to sell up and take that holiday you’ve been promising yourself all these years.

SUCCESSION PLANNING.

You’ve built a solid business and it’s time to sell up and take that holiday you’ve been promising yourself all these years.

SUCCESSION PLANNING.

You’ve built a solid business and it’s time to sell up and take that holiday you’ve been promising yourself all these years.

You're planning for the future, to bring your staff into the management of your business early so you can be confident the business will prosper going forward.

Or perhaps it’s actually time for the management team to buy you out.

SOME OF THE WAYS WE HELP OUR CLIENTS.

  • Employee Share Offer Plans
  • Shareholder Agreements / Trust Deeds
  • Shareholders / Unitholder Exists
  • Management Buyout / Buybacks

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The Fold's frank take on issues affecting the financial services industry.

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SURVIVING A CRISIS – CONSOLIDATE OR DIVEST.

It’s a good time to consolidate and protect your advice business.

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A look at why it is important to be on top of PPSR registrations and how to use them effectively.

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TIPS AND TRAPS FOR AUTHORISED REPRESENTATIVE AGREEMENTS.

To inform authorised representative of tips and traps in negotiating and entering AR agreements.

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