Succession Planning and Equity Structuring Series (Part 1): Bringing People In

Construction business owners bring another partner into the business for a range of reasons. Some are looking to scale and want someone alongside them to do it. Some need to recognise the role a particular team member is already playing. Some want to use equity in the business as a way to lock in a key staff member for the long term.
This session goes through how that is done.

What we cover

• The mechanics: how a partner is brought in, how the buy-in is valued and funded, and whether new shares are issued or existing shares transfer.
• Commercial and tax treatment: what the arrangement means for the business commercially, and how it is treated for tax.
• Structure: how to set the business up so it can take a new partner without the structure having to be rebuilt first, and what a change in control means for your QBCC licence.
• The role your advisers play: what sits with your accountant and what sits with your lawyer, and why settling the commercial and tax questions first makes the legal work shorter.

Who this is for

This session is for owners of construction businesses who are thinking of bringing on a partner, or looking at using equity as a way to lock in key staff for the long term. Part 2 runs on Tuesday, 10th November 2026 and covers people going the other way, which is a partner wanting out, handing the business over inside the family or to the management team, and selling up.

Housekeeping line

The session runs for 60 minutes and is recorded. Everyone who registers receives the recording, whether or not they attend live.

Register today

If you’d prefer a one-on-one session, get in touch to book a consultation.