A Delicate Matter.

We understand that many of the areas surrounding planning for your future and that of your business, are private and involve matters that may not be easy to talk about. And it's because we understand, that we have designed the process to assist you to address these issues comfortably and in an environment that is ever supportive and geared to help uncover the very important issues that are often overlooked and sometimes just neglected.

Some examples in which Business Continuation Planning applies are:

Planning your retirement – you are planning for the business to continue after you retire

Review wills and your business agreements currently in place

Expanding your business – in finding the money for that expansion you are considering how the business might continue into the future

Ending a marriage – without proper planning, the business could be weakened or destroyed by the divorce of an owner

 Deciding who will take over or inherit your business – you are determining how your business will survive through the next generation and beyond.

"A business agreement without funding,
is just an empty promise."

 

Business Continuation Planning - What is it? 

Overview

Life Estate Risk Audit

Do you want the outcomes you set... or the outcomes you get? 

Estate Quiz

 

Other areas, which can impact on your business and personal asset planning include:

Strategic Planning

Communication

Leadership & Ownership

Debt & Equity Financing

Sale & Purchase

Insurance

These are most likely topics that you have dealt with in your business before, but may not have integrated into your succession planning efforts.

Our focus is on business continuation planning, a topic often confused with estate planning.  Business Continuation Planning is considerably broader in scope, and concentrates on much more than just minimisation of tax.

What's The Scope?

Business Continuation Planning includes everything from will and trusts (traditional estate planning tools) to family counselling and strategic planning (tools well beyond the reach of estate planning). It applies to you in all stages of life and by customizing your estate plans we assist you in:

Identifying family goals regarding the preservation of wealth

Examine closely held business issues, including valuation, alternative methods of dealing with estate taxes and the transfer/disposition of assets

Develop alternative strategies to quarantine and quantify potential tax savings

Estimate current taxes under existing estate plans 

Succession: noun. following in order, succeeding.

Succeeding.