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] About Grant Thornton Grant Thornton is one of the world's leading organisations of independent assurance, tax and advisory firms. These firms help dynamic organisations unlock their potential for growth by providing meaningful, forward looking advice. Proactive teams, led by approachable partners in these firms, use insights, experience and instinct to understand complex issues for privately owned, publicly listed and public sector clients and help them to find solutions. Grant Thornton Australia has more than 1,040 people working in offices in Adelaide, Brisbane, Cairns, Melbourne, Perth and Sydney. We combine service breadth, depth of expertise and industry insight with an approachable “client first” mindset and a broad commercial perspective. More than 38,500 Grant Thornton people, across over 100 countries, are focused on making a difference to clients, colleagues and the communities in which we live and work. Through this membership, we access global resources and methodologies that enable us to deliver consistently high quality outcomes for owners and key executives in our clients. Grant Thornton Australia Limited ABN 41 127 556 389 ACN 127 556 389 ‘Grant Thornton’ refers to the brand under which the Grant Thornton member firms provide assurance, tax and advisory services to their clients and/or refers to one or more member firms, as the context requires. Grant Thornton Australia Ltd is a member firm of Grant Thornton International Ltd (GTIL). GTIL and the member firms are not a worldwide partnership. GTIL and each member firm is a separate legal entity. Services are delivered by the member firms. GTIL does not provide services to clients. GTIL and its member firms are not agents of, and do not obligate one another and are not liable for one another’s acts or omissions. In the Australian context only, the use of the term ‘Grant Thornton’ may refer to Grant Thornton Australia Limited ABN 41 127 556 389 and its Australian subsidiaries and related entities. GTIL is not an Australian related entity to Grant Thornton Australia Limited. Liability limited by a scheme approved under Professional Standards Legislation. Liability is limited in those States where a current scheme applies.
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