CPDStore Ireland

Succession planning is rapidly becoming one of the most pressing challenges for Irish SME owners and a critical advisory opportunity for accountants. With over 60% of Irish business owners now over the age of 55 and an estimated €2.5 billion in ownership transfers required by 2030, accountants are uniquely positioned to guide clients through the financial, tax, and governance complexities of transition.

This practical CPD session will equip you with the frameworks, funding tools, and tax insights needed to help clients unlock value, preserve legacy, and ensure smooth generational change. By attending, you’ll strengthen your advisory capability, differentiate your practice, and deliver measurable value to business-owner clients navigating their next chapter.

Tom Murray will cover the following topics during this webinar: 

• The “Four-P Framework” for Succession Success – how People, Profitability, Planning and Funding interact to determine enterprise value and deal readiness.
• Financing the Transition – comparing senior debt, mezzanine, vendor, employee ownership and equity solutions in the Irish market, with indicative pricing and structures.
• Tax and Legal Signposts – CGT and CAT reliefs, Business Property Relief, KEEP options, and Companies Act procedures that influence deal feasibility.
• Succession Pathways & Decision Tree – matching owner goals to optimal routes: family transfer, MBO/MBI, EOT/ESOT, trade sale, or partial recapitalisation.

By attending this session, you will: 

• Understand the key corporate finance levers that affect SME succession outcomes.
• Be able to design funding structures that align owner, family, and management interests.
• Recognise and apply Irish-specific tax and legal reliefs to optimise deal value.
• Confidently advise clients on choosing and preparing for the right exit or transition route.
• Take away ready-to-use templates, checklists, and decision tools to embed in your practice.

This session will be of particular interest to: 

• Practising Accountants and Chartered Tax Advisers providing business advisory services.
• Corporate Finance and Audit Partners supporting SME clients.
• Financial Controllers / CFOs in family-owned or privately held companies.
• Succession and Wealth-Planning specialists.
• Business owners seeking to understand their funding and exit options.

Course Level: Intermediate