The Art of Business
Succession

The Art of Business
Succession

THOUGHT LEADERSHIP

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These publications have been prepared by Generation Private and reflects their views and beliefs at the time of preparation, which are subject to change without notice. These publications may contain forward-looking statements based on the author’s beliefs or current expectations with respect to market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. The publications are distributed by Jackabbey Road Pty Ltd ABN 38 116 959 972, trading as Generation Private (“Generation Private”) authorised representative no. 1298223 of Omada Wealth Pty Ltd ABN 32 126 987 308 AFSL 538 532. Generation Private, its directors, officers or employees make no representations or warranties, explicit or implied as to the fairness, accuracy or completeness of the information contained in the publications. The publications contain general information only and is not intended to provide any person with financial product advice. It does not take into account any person’s investment objectives, financial situation or needs. Generation Private recommends that you obtain professional advice before making any decision in relation to your particular requirements or circumstances. To the extent permitted by law, no liability is accepted by Generation Private, its directors, officers or employees, for any loss or damage as a result of reliance on this information contained in the publications. Past performance is not a reliable indicator of future performance. The documents are for the exclusive use of the persons to whom it is provided being its wholesale clients and must not be used or relied upon by any other person. If you are not the intended recipient, you must not use or disclose the information in this research in any way without written authorisation.

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