1. One Page Case Study, Overview and Summaries:

Case Study

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

1.2 - One Page, One Policy Succession Plan (One Page Summary of Case Study)

1.3 - Complete Succession Plan (Two Page Case Study and Summary)(Docs 1.1 + 1.2)

Blank Worksheet

1.4 - Complete Succession Risk Analysis Worksheet (Blank Coloured)

1.5 - Complete Succession Risk Analysis Worksheet (B&W)

One Page, One Policy Succession Plan Strategy

1.6 - "The Complete Succession Plan"

1.7 - "One Page, One Policy Strategy"

1.8 - "Role of Business Succession Agreements"

1.9 - "Types of Business Succession Agreement"

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

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