Description
What will we do for you?
Succession planning is all about outcomes. It is about ensuring you achieve what you want to achieve for your business, your family, your wealth and yourself. By listing some common goals for succession you will quickly see why they should not be left to chance.
- Grow and maximise the capital value of your business.
- Allow you to be actively involved in your business for as long as you want, at the level you want and as long as you can make a valuable contribution.
- Build your wealth and ensure you have enough capital to do things you like and to be able to enjoy life when you begin to wind back from the business, and then finally retire.
- Provide for you family and ensure your wealth is not lost by the next generation
- Receive value for your XX years of effort.
- Transfer the business over to the next generation in a manner that will provide for its continuity, growing profitability and capital value.
- Minimise tax, GST, stamp duty and other imposts.
- Manage potential family disputes over succession expectations.
So, we can help you to tackle the following:
Succession
- Business & Succession details.
- Key personnel changes.
- Registration changes.
- Legal considerations.
- Insurance
- Succession timetable.
- Contingency/risk management.
Finances
- Current value of the business.
- Retirement income/payment.
- Sale details.
- Buyout details.
- Taxation
- Supporting documentation.
What is your investment?
Between $3,500 and $7,700 with $2,310 upfront depending on how much research we have to do, your contribution and the complexity of the task.
- 30% when you give us the green light.
- The balance when the work is completed and delivered.
