(08) 9317 7300

Seminars

Registration for “Maximise the Value of Your Business Breakfast Seminar”

Reserve My Seat

Next Seminar: Tuesday 29 May 2018 at 8am – 9:30am

 

Baggetta & Co invite you to a special breakfast seminar around maximising business value and achieving a successful exit.

Recent statistics reveal that business owners are increasingly unprepared to exit, with the future sustainability of the business uncertain and their own financial position even less certain. Importantly, funding succession is the number one issue.

The workshop will present the latest research and key issues to help business owners obtain maximum value and achieve a successful exit including:

  • Key trends that will affect business valuation
  • Latest examples of how companies have used strategy for a successful exit
  • Use of Employee Share Ownership Plans (ESOPs) as a succession tool
  • And much more!

You will also get the opportunity to meet our financial advisor, Paul Baggetta. Paul is passionate about delivering a high level of professional, personalised service to each individual. With over 37 years in the Financial Services industry, Paul has the knowledge  and experience you need.

We hope you can make it!

As this is a FREE event seating is limited – be quick and reserve your seat today.

Registration at the venue starts at 7:45 am, 29th May 2018.

Reserve My Seat

Full Invitation 

 

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Establised 1989. Over 25 years. Advice you can rely on.

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For more information about the services we provide, or to find out if you are eligible for a free no-obligation consultation, call us now on 9317 7300.

The information provided on this website, including the material and contents provided in the website publications, are informative in nature only and you should not act specifically on the basis of this information alone. It should not be used as a substitute for legal, business, accounting, tax, financial planning or other professional advice. If expert assistance is required, professional advice should be obtained. Liability limited by a scheme approved under Professional Standards Legislation

Paul Baggetta is the Founder & Principal of Baggetta & Co (ABN 68 786 233 813).

Paul Baggetta has been a Taxation Accountant since 1981, a Financial Planner since 1998, and in 1993 qualified as a Real Estate Licensee, holding a Triennial Certificate (currently not trading) and operated his own Real Estate business for property investment clients for over 5 years as a second business.

Financial planning services are provided by Paul Baggetta as an Authorised Representative (No. 261469) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services License No. 223135.

 

Taxation & Accounting services are provided by Paul Baggetta as a Registered Tax Agent (No.61487008) and is a Member of SMSF Association, FIPA & NTAA.