Date: Thursday 14th November
Time: 11.45am - 2.00pm
Venue: William Buck, Level 29, 66 Goulburn Street, Sydney
Parking: Please advise if you are driving and need parking as booking is required
As the most recognised form of exiting a business, succession planning is about securing the survival and growth of your company or its assets. With 3 out of 5 businesses without a succession plan in place, those without a clear direction are missing out on opportunities to drive growth, reduce taxes or set the stage for retirement. By taking the time now to build a proper succession plan, you can protect your business' longevity and secure your financial future. Join us and hear from our local expert, Mark Calvetti, Director, Corporate Advisory on how an early focus on succession planning will help your business accumulate value and preserve your wealth.
Director, Corporate Advisory
Mark’s commitment to his clients is to “really understand their perspective, and what they want.” Achieving that through open, honest and direct communication, Mark says that what he thrives on is challenge. “In thirty years, no two clients have been the same - and it’s never simple, but it’s always enjoyable.”
With a philosophy that “you have to put the hard yards in to get the results out”, Mark keeps his team motivated, engaged, and involved. For him, “the smarts” are only the beginning of the story - what distinguishes his work, is the attitude and integrity behind it.
Specialising in providing high-quality strategic and commercial advice to business owners and boards, Mark works predominantly with entrepreneurial mid-market companies that are looking to grow.
He advises clients from a broad range of sectors, with a variety of corporate advisory work. Working with both private and public companies, Mark assists with acquisitions and disposals, capital restructuring advice (debt and equity), mergers and takeovers, IPOs, valuation and due diligence.
The most satisfying aspect of Mark’s profession is watching his clients implement the advice and strategies that he provides, and then seeing them reach their goals.
Director, Business Advisory
Cameron works on the principle that just because something was done a certain way doesn’t mean it can’t be improved and done differently. “If you keep doing the same things you will get the same results. You need to change your actions if you want a different outcome”.
Priding himself on building strong relationships, Cameron believes that continuous improvement and growth are the keys to a successful business “there’s more to life than debits and credits including helping people improve their lives through their business and personal finances” Cameron has over 20 years’ experience in general accounting and tax advisory services. He works with a broad range of private businesses, individuals, start-ups, family groups and subsidiaries of multinationals.
Clients seek his expertise in accounting, tax advice, financial and tax compliance, audit, SMSF, structuring advice, cloud accounting support, succession and estate planning, management reporting and virtual CFO services.
Cameron says continuous improvement and growth are the keys to a successful business. Using technology is at the heart of the advice he provides and is crucial to improving business outcomes.
Proudly supported by:
Only 24 tickets available - secure your spot now.