Course Details

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 course 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 covers the following topics during this course:

  • 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.

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CPD Course Speaker

Friel Stafford

Tom Murray

Tom qualified as a Chartered Certified Accountant (ACCA) in 1997 whilst working with Chase Manhattan Bank. Tom has over 20 years experience in accounting and business roles.

He is one of Ireland’s most experienced corporate recovery and turnaround practitioners and was one of the first Personal Insolvency Practitioners licensed in Ireland.

He also is an experienced Corporate Financier with particular interest and expertise in the area of equity and debt fund raising, and the buying and selling of businesses.

He is heavily involved with the ACCA accountancy body and is a past President of ACCA Ireland. He represented ACCA Ireland at the ACCA International Assembly in 2011. He was nominated in January 2021 by ACCA to represent it on the the CCABI insolvency Committee.

He is authorised to act as a Personal Insolvency Practitioner by the Insolvency Service of Ireland.