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10. Fact Finders (From Complete Succession Questionnaire):

 

Equity Analysis Worksheets

10.1 - Equity Analysis Worksheet (Partnership, Company and Trust)(Item 6)

10.2 - Equity Analysis Worksheet (Partnership Only)(Item 6)

10.3 - Equity Analysis Worksheet (Company Only)(Item 6)

10.4 - Equity Analysis Worksheet (Property Trust Only)(Item 6)

10.5- Equity Analysis Worksheet (Blank)

Un-Funded Purchase Price Worksheets (For Vendor Finance Arrangements)

10.6 - Un-Funded Purchase Price Worksheet (Item 7)(Retirement Shortfall)

10.7 - Un-Funded Purchase Price Worksheet (Item 7)(TPD Shortfall)

Debt Reduction and Key Person Cover Worksheets

10.8 - Debt Reduction Worksheet (Items 8 and 9)

10.9 - Excess Debt Reduction Cover Worksheet (Item 10)

10.10 - Key Person Worksheet (Items 12 and 13)

Personal Needs Analysis Worksheet

10.11 - Personal Needs Analysis Worksheet (Item 14)

 

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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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