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9. Risk Analysis Worksheets (One Page Succession Plan):

 

Blank Versions

9.1 - Complete Succession Risk Analysis Worksheet (Blank Coloured)

9.2 - Complete Succession Risk Analysis Worksheet (Blank Black and White)

9.3 - Un-Funded Purchase Price Worksheet (Item 7)

Sample Completed Worksheets for Typical Business Case Study

9.4 - Simple Risk Analysis Worksheet (Case Study Showing Changes Over Five Years)

9.5 - Complete Risk Analysis Worksheet (Case Study Showing Changes Over Five Years)

9.6 - Complete Risk Analysis Worksheet (Completed for Death, TPD and Trauma in Year One)

Sample Completed Worksheets for Other Business Case Studies (Start-Ups and Sole Traders)

9.7 - Complete Risk Analysis Worksheet (Start-Up)

9.8 - Complete Risk Analysis Worksheet (Sole Trader/Husband and Wife Team/Family Business)

Explanatory Notes

9.9 - Complete Succession Risk Analysis Worksheet ( Explanatory Notes)

9.10 - Complete Succession Risk Analysis Worksheet (Variations With Explanatory Notes)

9.11 - Complete Succession Risk Analysis Worksheet (Case Study with Explanatory Notes)

 

Copyright: Ian Gray Solicitor

 

 

Adviser Tip

The One Page Strategy is designed to help you simplify Succession Planning.

It helps you understand your needs, it helps you quantify them, it helps you cost them, and it helps you prioritise them.

See more Adviser Tips

 


Current Marketing Schedule

Current Marketing Schedule

Ian Gray travels to most capital cities regularly throughout the year and is available for Meetings.

Please click here to see his availability in Brisbane, Sydney, Melbourne, Adelaide and Perth.

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