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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?
Publications and Documents:
Adviser Tips:
Adviser Updates:
Individual Updates (Most Recent First): Simplifying the Valuation Issue Simple or Complete Succession?
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Hedge and Wedge Strategy
A "Hedge and Wedge Strategy" is a variation of a Buy/Sell Insurance Strategy. On the one hand, it is a Business Succession Planning Strategy that uses insurance to "hedge" against the risk that the Purchasers might not be prepared (or able to afford) to pay the Purchase Price of your Equity. On the other hand, it "pre-agrees" the Purchase Price so that the Owner of the Equity will receive a guaranteed minimum Purchase Price. In effect, over time, you are "wedging" the Purchase Price of the Equity at a fixed position on the growth curve that represents its value over time. Click here to read more about how this Strategy works. |
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.
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