Succession Planning
Business owners need strategies for exiting their business whether by planned succession or business sale, or an unexpected or forced exit due to death, disability, divorce or as a result of fraudulent activities. Exiting your business will have significant financial and tax impacts that must be considered and addressed.
Our services include:
- Advice for succession management, business structures and asset protection
- Possible tax scenarios
- Coordination of business valuations, buy-sell agreements
- Personal risk and key man insurance strategies
- Finance / lending services
- Advice and coordination with legal representatives when preparing wills, testamentary trusts, shareholding agreements and group re-structures to ensure your financial and tax position is seamlessly integrated with your legal position and estate