How to Release your capital from your most important asset

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Description

Dave Morgan - Principal - LINK Business Broking Wellington

  • Purpose of the Divestment Series
  • What’s the big issue – massive transition of wealth
  • Why it’s so important to prepare
  • How would you feel about struggling through another economic down-turn if conditions changed?

Nick Tuffley - Chief Economist - ASB Bank

  • What does the 2 – 5 year general economic horizon look like?
  • What impact is technology expected to have on traditional bricks and mortar businesses?
  • How might this impact business sales and the baby boomer’s desire to exit?
  • How significant is the generational transfer of wealth expected to be over the next 5 – 10 years?

Scott Willson - ASB Bank

  • What is the bank seeing/experiencing in terms of sellers in this space at present?
    • Levels of preparedness and impacts
    • Transaction models
  • What is the bank seeing/experiencing in terms of buyers and transaction challenges?

Karline de Boer - Research Services

  • What’s the average age of a business owner in NZ
  • Number of businesses in NZ (size by revenue, by employees, in AKL, WLG, CHC, DND)
  • Who are the main sellers at present and what’s their demographic profile
  • Who are the buyers at present and what’s their demographic profile
  • What are the main generational differences between sellers and buyers?