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Welcome: Site Map: Adviser Updates: Publications and Documents:
Business Succession Planning: Need for Asset or Buy/Sell Strategy Need for Liability or Key Person Strategy
Simple Succession Plan:
Complete Succession Plan:
One Page Strategy: Simplifying the Valuation Issue
Multiple Policy Approach:
One Page, Two Policy Strategy:
Other Issues:
Sole Proprietors and Families: Third Party Buy/Sell Strategies Estate Equalisation Strategies
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The Need for a Liability (or Key Person) Strategy
The Asset (or Buy/Sell) Strategy is only one component of a Succession Plan. In many cases, the Succession Plan might have to deal with Liabilities of or to the Business. A Succession Plan might also have to address issues like:
These are Liability Needs that require a Liability or Key Person Strategy.
Different Types of Succession Plan This website differentiates between:
Click on one of the above links to find out more about each type of Succession Plan.
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Adviser Tip A Complete Succession Plan is not just about Death, it's not just about Insurance and it's not just about selling your Equity.
Please contact us to arrange a meeting or teleconference.
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