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QLD Roundtable: How does a merger, acquisition or sale financially impact a company?

30 May 2024 12:00pm - 2:00pm
William Buck Brisbane 22/307 Queen St, Brisbane City QLD
Member $0

Please note this is a fellow member only event.

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How does a merger, acquisition or sale financially impact a company?

Good governance before a merger, acquisition, purchase, sale, or IPO transaction can avoid many critical tax issues. 

Understanding what is involved and what you can do proactively to ensure your business is ready to participate in the process is paramount.

Appropriate due diligence and planning provide a foundation for a successful business transaction and are instrumental in mitigating risk.

Join William Buck’s Matthew Monaghan, Audit Director, and Craig Barry, Tax Director, who will share real client stories, from successes to pitfalls, and how to identify impacts on a business’s future outcome. 

 This roundtable discussion will allow guests to: 

  • Share their experiences.
  • Speak about the challenges and strategies used to overcome risks.
  • Key lessons and takeaways learned from a practical perspective.

This is an opportunity for guests planning an upcoming transaction to learn from their industry peers.

This event is for our Fellow members only.This event has limited seats - registration is essential. Your seat is not reserved until you have received a registration confirmation email. 

What is in it for you?

  • Practical takeaways from decision-makers experiences
  • Practical examples from real case studies from an Audit and Tax perspective
  • Due diligence ‘best governance’ (best practice) considerations and processes

Speakers highlights:

Matthew Monaghan, Director, William Buck

Dedicated, dependable, and hard-working, Matthew’s focus is to be as hands-on as possible with each client that he works with.

Matthew believes in being accessible to his clients, guiding them through regulatory and reporting requirements, and always willing to lend a hand.

Matthew has gained a solid understanding of complex business operations, systems, and processes through his work with a diverse range of clients and industries, including large corporations, small businesses, and nonprofit organisations.

Matthew is responsible for the day-to-day coordination and management of the firm’s audit engagements in his role as Director in our Audit Division.

He has gained a wealth of experience in managing the external audits of a wide range of businesses since commencing as a graduate and progressing through the firm over eighteen years.

Craig Barry, Director – Tax Services, William Buck

Craig enjoys the problem-solving nature of his role, drawing on his extensive tax expertise to present his clients with multiple options and alternative paths to solving an issue.

As a Director in William Buck’s Tax division, Craig is highly skilled at interpreting complex legislation and government mandates and translating client obligations in an easy-to-understand way.

Craig specialises in providing tax advice, including corporate tax, international tax, high-net-worth individuals, deceased estates, superannuation, and trust tax matters.

Over the years, he has also provided transactional advice, investigation work, and reports on the instruction of solicitors, particularly in relation to deceased estate litigation, trusts, and superannuation tax matters.

Who should attend?

  • Key executive stakeholders in senior management that can make decisions regarding management of risks in their organisation

  • CEO or C-suite executive

  • Senior governance or risk management

  • Non-executive director

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