Succession Readiness: Preparing for a Successful Transition

Laura Dillon is Partner at Waterland in Ireland. She previously worked at Riverside Europe Partners and co-founded DSI Distribution Solutions Ireland. Earlier roles include McKinsey & Company, Intelligent Finance, WorldRemit, and Apax Partners. Laura holds an MBA from Harvard Business School and a degree in Chemical Engineering from University College Dublin.

Stephen joined the Forvis Mazars Cork office in 2024. With over 15 years of experience, he has been advising a diverse range of domestic and international clients on Irish taxation matters. Before joining Forvis Mazars, he was a tax principal at a specialist advisory practice he co-founded, following an 11-year tenure at EY. Stephen has advised on all aspects of Irish direct and indirect taxation for both companies and individuals. He has significant experience in areas such as private client services, corporate restructuring, mergers and acquisitions, property transactions, funding structures and succession planning. In addition to his advisory work, Stephen has delivered seminars on current tax issues for the Irish Tax Institute and various accountancy bodies. He is a Chartered Tax Adviser (CTA), a Fellow of the Association of Chartered Certified Accountants (FCCA) and a Council member (non-executive director) of the Irish Taxation Institute.

Alan joined Forvis Mazars in 2006 and became a partner in 2013. Alan has over 20 years’ of experience dealing with high level private client tax issues. His particular areas of expertise are residence planning issues, dealing with non-Irish domiciled clients and Irish tax resident beneficiaries of non-Irish based trusts. Alan also has significant experience in dealing with capital gains tax planning and for high level inheritance and gift tax planning. Alan has also written on various private client topics for industry specific publications and for the national media and has given lectures to various business organisations on tax matters as they pertain to private clients. Alan also leads the Forvis Mazars entertainment practice that act as trusted business advisers to global international high profile entertainers, indigenous performers based in the Irish market and overseas, TV personalities, comedians and actors. The entertainment practice specialises in gaining an in-depth understanding of our clients business and personal affairs from both a financial and tax perspective. Alan uses his experience and technical knowledge to help clients understand and manage their tax and financial obligations.