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Questions to Ask Business Clients

 

Avoiding the Negatives

Many Advisers discuss the need for a Business Succession Plan with Clients in a way that highlights the negative implications of not having a Succession Plan or Buy/Sell Strategy.

 

Which Hat Are You Wearing?

As discussed here, a Client's views about a Succession Plan depend on whether they see themselves wearing a Purchaser's Hat or a Vendor's Hat.

 

What Do You Think About When You Think About Succession Planning?

Click here to see some questions that help a Business Person think about the issues from both perspectives.

 

Accentuating the Positive

It is also important to think of a Succession Plan as a positive strategy that effectively creates a "capital guarantee" with respect to the value of your Equity in the Business.

Click here to read how a Succession Plan creates a "Hedge and Wedge Strategy".

 

Copyright: Clover Law Pty Ltd

 

 

Adviser Tip

The Training Session is designed to help an Adviser market Business Insurance methodically and confidently.

 

See more Adviser Tips

 

 

 


 

Please contact us to arrange a meeting or teleconference.