Transition specialists

Transcription

Transition specialists
Transition specialists
If you are considering transition in your business please contact us.
Tony Markwell
Managing Partner – Queensland
Partner – Privately Held Business
Tony has over 20 years’ experience in advising
Queensland businesses on how to grow. He
brings to this role a vision for the future of
Grant Thornton in the vibrant Queensland
market. Tony’s understanding of the issues
facing growing Queensland businesses is second
to none.
Contact details
T +61 7 3222 0229
E [email protected]
He invests time in building relationships with
clients to ensure that he can understand their
businesses intricately and assist in taking it to
the next level. Tony has worked with many of
his clients over a long period of time, guiding
them through several phases of growth.
Mark O’Hare
Partner – Privately Held Business
Mark deals extensively with family owned and
operated businesses where a high degree of
personal contact and service is required.
Mark’s primary areas of expertise include:
 assisting clients with substantial private
businesses to manage the growth from a
financial and strategic perspective
 advising high net worth clients on
succession and estate planning issues
 helping clients achieve optimal value for
their business upon a liquidity event
 analysis of business performance
 assisting clients with debt raising issues
 structuring clients’ affairs for maximum tax
benefits, preserving wealth and growing
capital
 focusing on family office services for
multi-generational families
Contact details
T +61 7 3222 0222
E [email protected]
Stacey Smith
Partner – Privately Held Business
Stacey is a specialist in compliance services, the
preparation of budgets, and structuring advice.
She has worked with many of her clients to help
unlock significant growth. Several of her
existing clients started as small companies and
have since evolved into large national
organisations and groups. She has also assisted
clients in selling down their interests in a
business and transition their focus into
investments and wealth preservation. Stacey is
highly regarded for her personal approach to
service and has particular expertise in advising
clients with an interest in developments and
investment.
Contact details
T +61 7 3222 0279
E [email protected]
Dennis Eagles
Partner – Wealth Advisory Services
Dennis has a wealth of experience in
superannuation, taxation and retirement
planning. He provides strategies to help clients
plan for their long term financial futures.
He is an expert in Self-Managed Superannuation
and regularly advises both clients and other
accountants on their use to maximise wealth.
Dennis has developed specialty expertise in
providing personal wealth management,
retirement planning and superannuation advice
to individuals. During his career he has worked
closely with clients in a variety of industries and
has provided an extremely wide range of
accountancy and financial services including:
 wealth management, creation and protection
 superannuation compliance
 taxation compliance and planning
 investment and business structuring
 retirement and estate planning
 salary package and remuneration planning
Contact details
T +61 7 3222 0242
E [email protected]
Paul Banister
Partner – Tax
Paul leads the Taxation Services division in
Brisbane and has over 25 years’ experience
working with clients in an array of industries to
help them navigate through complex and
potentially risky tax and commercial issues.
He has extensive expertise in domestic and
international tax planning, transaction advisory
and support, and superannuation structuring
and advice. He applies this to ensure that
businesses and controlling families devise and
implement sensible and effective succession and
estate plans.
Contact details
T +61 7 3222 0202
E [email protected]
Marina Skinner
Product Development Manager –
National – Privately Held Business
Marina is a family business specialist with
almost 20 years’ experience in the industry. As
an Accredited Family Business Adviser and
Trainer with international experience, she has a
thorough knowledge of issues that are unique to
family business and appreciates how these
factors can influence performance and
interpersonal relationships. She is passionate
about helping family businesses reach their
maximum potential by providing a strategic
global perspective with a whole of business
approach to perpetuate best practice principles
and stewardship for future generations.
She advises clients in relation to:
 Business succession and estate planning
 Strategic planning
 Governance
 Family councils and facilitation of family
meetings
 Family charters and agreements
 Strategic visioning and creeds
Contact details
T +61 7 3222 0241
E [email protected]
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