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Publications and Documents:
Adviser Tips:
Adviser Updates:
Individual Updates (Most Recent First): Partnership and Trust Loan Accounts Effect of Debt Reduction Cover on Buy/Sell Cover Tax Treatment of Self-Ownership Agreements Vested and Indefeasible Interest Simplifying the Valuation Issue Simple or Complete Succession?
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Sole Proprietors and Family Businesses
The primary focus of Complete Succession is the needs of Businesses that have Multiple Owners. However, many Businesses owned by one Proprietor, a Husband and Wife Team, or a Family require a Succession Plan as well. This is particularly applicable to rural businesses (or Agri-Businesses). Click here to see an overview of how some of the Complete Succession strategies can be adapted to the needs of these Businesses which make an enormous contribution to the economy. |
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.
Please contact us to arrange a meeting or teleconference.
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