Today's Episode discusses Boards - Private, Listed, NGO/NFP, Clubs

Real examples of Board dynamics

The composition of Boards

The value Board Members can bring

Role of Board Chair

Ineffective Boards

Why you need to understand the Board role and organisation you are considering

Questions or Comments welcome: Heyjamie@privatenlisted.com

Thank you for listening

In this episode I discuss a question submitted by a listener asking - "Do people find it hard to sell their Baby Boomer business and does it all feel a bit mercenary?"

I provide a couple of real M&A examples.

Todays episode starts with the impact on the Australian Baby Boomer industry of this weeks announcement by the Federal Government to stop Capital Gains Tax (CGT) exemptions (from July 1 2027) on future growth for businesses that pre date 1985. This applies to businesses held by individuals, trusts, and partnerships.

I discuss "LIKE for LIKE" industry acquisitions - and use "Facilities Management" businesses as an example.

Please feel free to reach out with any Podcast questions:

Heyjamie@privatenlisted.com

In this episode I discuss important considerations pivotal to Business Owners setting up their Baby Boomer Businesses for sale.

At the end of this episode I discuss a unique example of a what one person did to effect a major acquisition.

Interview the potential buyer

Termsheets

Must do legal

Discussing with your team

Most suitable for your business HNW - Family Office - Private Equity - IPO?

Please contact me with any questions or topics you would like me to address on the Podcast: HeyJamie@privatenlisted.com

Drawing on 30 years of business exit experience, I reveal the proven strategies you need to maximize your company's value before the "Silver Tsunami" peak. Learn how to transform your life's work into a high-value, sellable asset while avoiding the common pitfalls that leave most owners stranded.

The importance of a Data Room

The Importance of a Video

Please contact me with any questions or topics you would like me to address on the Podcast: HeyJamie@privatenlisted.com

The podcast

Sharing my 35+ years of client facing and dealmaking experiences and stories across Asia-Pacific.

From the floor of a futures market to advising Boards, CEOs and Business owners, I'll discuss positioning for successful investment, sales and acquisitions of Baby Boomer Businesses. And I'll conduct interviews with business leaders across the financial, professional and corporate landscape to share their unique insights to help you achieve a successful outcome.

Please contact me with any questions or topics you would like me to address on the Podcast: HeyJamie@privatenlisted.com