The Succession Plan

PERSONAL AND EMOTIONAL ISSUES MAY INCLUDE:

"What will I do and where will I go?"

"Who has the ability and interest to take over my business?"

"How can my legacy continue?"

"Will I be able to receive income/money from the business if I retire?"

TECHNICAL BUSINESS ISSUES INCLUDE:

How to develop an estate planning program to allow family input and agreement.

A business succession blueprint to allow a smooth transition of ownership to interested parties or by sale.

Tax effective buy/sell arrangements to protect shareholders/partners interest in the business.

Asset protection and tax planning.

Will, personal directives and shareholders agreement.

Other legal, financial and business issues.

Succession Planning Services

HOW WE HELP:

The Succession Planning Group offers a complete planning service that combines both the emotional and hard issues to provide a guided pathway for you to follow.

PERSONAL AND EMOTIONAL:

   Many succession plans fail because the emotional side was not considered.

   We provide coaching and counselling for work/life goal setting and achievement through our popular 'Succession Journey' program.

   The evaluation, selection, development and retention of a new leader.

   Determining the support needed by the new leader to succeed - training, coaching, grooming, etc.

   Family conflict mediation.

   Provide support and guidance throughout the succession process.

TECHINCAL BUSINESS ISSUES INCLUDE:

   We provide the diagnosis, assessment and resolution of technical aspects of succession of sale.

   Financial and accounting readiness

   Wealth management, legal issues, estate and tax planning

   Business valuation and sales strategy

   Plan development

   Implementation support