Business Exit Strategy Webinar Series | July - August 2021

As every business owner knows, an exit strategy should form part of every successful business plan.

Reasons for the exit can vary from family succession, increase in competition, changes in health or life goals, or decreasing profits. Irrespective of the reason, the necessary preparations need to be completed for what at times can become a lengthy process involving financial, legal, regulatory and operational obligations.

RSM Australia partnered with Colin Biggers & Paisley Lawyers (CBP) to deliver an informative webinar series delivering key details for consideration by any owners looking to exit their business.

WEBINAR 1

GETTING READY FOR A SALE

Wednesday, 21 July 2021

RSM's Andy Graham and Tim Goodman, together with Jon Meadmore from Colin Biggers & Paisley Lawyers, presented the first webinar of the Business Exit Strategy Series. This webinar focused on getting your business ready for a sale.

What was covered?

Establishing clear sale objectives
Business improvement initiatives
Management transition
Structural considerations
What does value look like for each buyer?
Vendor due diligence – covering all bases
Intellectual property

WEBINAR 2

EXITING VIA A TRADE SALE

Wednesday, 4 August 2021

Andy Graham and Tim Goodman returned for the second webinar in the Business Exit Strategy Series, this time they were joined by Toby Norgate from Colin Biggers & Paisley Lawyers. In this webinar, they explained exiting your business via a trade sale.

What was covered?

Types of deal process and life cycle
Overview of the M&A process
Maximising your value on exit
Avoiding value erosion
Asset sale vs share sale
Warranties and indemnities
Dealing with different types of investors
Data rooms and due diligence

WEBINAR 3

EXITING VIA AN IPO

Wednesday, 18 August 2021

For the third and final webinar in the Business Exit Strategy Series, Andy Graham and Tim Goodman were joined by Brent Van Staden from Colin Biggers & Paisley Lawyers. In this webinar, they talked you through exiting your business via an Initial Public Offering (IPO).

What was covered?

Is a listing right for your business?
IPO process and timelines
What you should know before you start
Key reasons for IPOs
Becoming a public company
ASX listing rule requirements
Dealing with ASX and ASIC
Common causes of delay

Meet the presenters

	Andy Graham \| Managing Partner, RSM (Brisbane) As a director of the Business Advisory division and managing partner of RSM in Brisbane, Andy is a trusted confidant who operates in the ‘inner sanctum’ with clients, providing both business and personal counsel and advice. He brings a wealth of significant business experience and a proven track record of strategy development and managing growth to deliver substantial improvements to businesses and clients. Find out more >>
	Tim Goodman \| Partner, RSM (Sydney) Tim is a director of the Corporate Finance division in Sydney with more than 16 years of corporate finance experience. His broad experience in both local and cross border transactions ensures an understanding of the key issues in any transaction. He is one of RSM's trusted advisers in the areas of mergers & acquisitions, financial and vendor due diligence, and debt advisory, among others, and he is also a senior leader of the China Practice Group at RSM. Find out more >>
	Jon Meadmore \| Partner, Colin Biggers & Paisley Jon leads the corporate and commercial team and is Head of the China Practice. Prior to joining Colin Biggers & Paisley, Jon was a partner of a Brisbane-based commercial law firm for over 15 years. He has extensive experience in advising clients on all aspects of commercial activities with a particular focus on acquisitions, corporate structuring and dispute resolution. Find out more >>
	Toby Norgate \| Partner, Colin Biggers & Paisley Toby is a partner in the corporate and commercial team at Colin Biggers & Paisley. Toby has more than 19 years' experience advising clients on a range of commercial activities with a particular focus on mergers and acquisitions, capital raising, financial services and franchising. Find out more >>
	Brent Van Staden \| Partner, Colin Biggers & Paisley Brent Van Staden is a partner in the corporate team and has considerable experience in all aspects of corporate, mining and commercial law. Brent has recently advised clients on initial public offerings, takeovers, mergers and acquisitions, secondary debt and equity capital raisings and cross-border issues. Find out more >>

	Andy Graham \| Managing Partner, RSM (Brisbane) As a director of the Business Advisory division and managing partner of RSM in Brisbane, Andy is a trusted confidant who operates in the ‘inner sanctum’ with clients, providing both business and personal counsel and advice. He brings a wealth of significant business experience and a proven track record of strategy development and managing growth to deliver substantial improvements to businesses and clients. Find out more >>
	Tim Goodman \| Partner, RSM (Sydney) Tim is a director of the Corporate Finance division in Sydney with more than 16 years of corporate finance experience. His broad experience in both local and cross border transactions ensures an understanding of the key issues in any transaction. He is one of RSM's trusted advisers in the areas of mergers & acquisitions, financial and vendor due diligence, and debt advisory, among others, and he is also a senior leader of the China Practice Group at RSM. Find out more >>
	Jon Meadmore \| Partner, Colin Biggers & Paisley Jon leads the corporate and commercial team and is Head of the China Practice. Prior to joining Colin Biggers & Paisley, Jon was a partner of a Brisbane-based commercial law firm for over 15 years. He has extensive experience in advising clients on all aspects of commercial activities with a particular focus on acquisitions, corporate structuring and dispute resolution. Find out more >>
	Toby Norgate \| Partner, Colin Biggers & Paisley Toby is a partner in the corporate and commercial team at Colin Biggers & Paisley. Toby has more than 19 years' experience advising clients on a range of commercial activities with a particular focus on mergers and acquisitions, capital raising, financial services and franchising. Find out more >>
	Brent Van Staden \| Partner, Colin Biggers & Paisley Brent Van Staden is a partner in the corporate team and has considerable experience in all aspects of corporate, mining and commercial law. Brent has recently advised clients on initial public offerings, takeovers, mergers and acquisitions, secondary debt and equity capital raisings and cross-border issues. Find out more >>