Family businesses as a general rule, are more flexible, more profitable and less bureaucratic than other companies. When functioning effectively, a family business provides an excellent platform for wealth creation. Equity & Advisory has extensive experience in family business matters, including:
- Advising on business transition and succession planning;
- Resolving family shareholder disputes and providing advice as to suitable commercial arrangements;
- Providing advice on shareholder buy-backs to permit those family members who wish, to sell down their interest; and
- Structuring and financing shareholder buy-backs and schemes of arrangement;
- Assessment of the fair value of the business.
Previous engagements include:
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Retained advisor to G H Michell & Sons in relation to a range of financial, commercial and family business matters. |
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Lead adviser to certain A C Johnston shareholders in relation to a share buy out from other family members. |
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Lead adviser to A Raptis & Sons in relation to a range of financial, commercial and family business matters over the past ten years. |
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Cecil Bros (BETTS) - advisor to resolve a family dispute. |
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Retained advisor to Lindsay Park in relation to a variety of financial, commercial and family business matters. |
Testimonials
"Mr Stephen Young's in-depth financial knowledge and experience has made a significant contribution to the governance of our business, aided by his sensitive understanding of the many non-financial matters which exist in every family business.
He and his staff have provided valuable and high quality professional services on specific assignments that have in part been facilitated by the good working relationship he and his staff have with the Australian business community and the South Australian Government.
We have found the response time to request for assistance has been excellent, which together with being located in Adelaide, gives Equity & Advisory Ltd an edge in serving business which have a South Australian component."
J Raymond Michell
Chairman
G H Michell & Sons (Australia) Pty Ltd