Plan, develop, and document your
succession arrangements
Business succession planning can help you think strategically about what should happen to your business in the future and put plans in place in case of death or total and permanent disability. This will have significant flow-on effects on your family and other beneficiaries of your estate.
Business succession planning can include buy/sell agreements, trust deeds and shareholder agreements.
As a business owner, you’ve worked hard to create wealth and opportunities for your family. The last thing you want is for that wealth to dwindle or be distributed in a way you had not intended. With the right succession plan and expert advice, you can ensure your wishes are followed.
What you can expect from us
We will work with you and your existing team of advisors in a range of strategy sessions. These sessions will look at your business succession planning as a whole and highlight the options available to you, in the most efficient way possible.
Our three-step process includes:
- 1Exploration – we get to know you, your goals for the future and your concerns
- 2Strategy – we stress test the available options and find the solutions that best fit your goals, whilst minimising risk
- 3Implementation – we will provide clear and concise advice before completing the correct documentation
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