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Individual Podcasts

Bringing in New Investors in Family Businesses

What happens when a family business looks to bring in new investors, particularly as part of long-term succession planning to exit the business and sell to third parties or to management? This session explores the tax and commercial issues that commonly arise in this context, incl

Date/Time

About the Podcast

What happens when a family business looks to bring in new investors, particularly as part of long-term succession planning to exit the business and sell to third parties or to management? This session explores the tax and commercial issues that commonly arise in this context, including issues around the CGT implications, value shifting rules, and the employee share scheme provisions.

Featuring: David Marschke, DBM Horizons, Brisbane

[37.58 minutes] [0.63 CPD hours]

Presented By

David Marschke
Principal, DBM Horizons Brisbane, Queensland

David is a specialist tax and legal adviser who acts for listed and private corporate groups, and their owners, in all areas of tax and related law including GST and state taxes. David’s tax expertise spans a wide range of industries and sectors including property development, motor vehicle industry, investment funds, professional services, technology and intellectual property.  David has significant experience dealing with capital raising and capital management issues including restructuring for IPOs, rights issues, financial instruments and hybrid securities, share buybacks, and capital reductions. David has been involved in a wide range of M&A transactions acting for listed and unlisted groups as well as private equity transactions.

He is a specialist adviser on trust law and taxation of trusts.

In addition, David has significant experience assisting taxpayers and their advisers in dispute matters including tax reviews, audits and complex tax negotiations, and settlements with the ATO and the State revenue offices.

CPD Information

0.01 CPD Hours

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