Business Succession Planning
What is Business Succession Planning to business owner?
Business continuation planning
Business valuation and funding
Our service includes providing advisory to assists client in achieving their financial destiny. We assist them to feel confident about their finances by creating
a clear financial roadmap through a tailor-made financial blueprint.

Identifying PSB's Objective
- Easy item code creation
- Customer/supplier item code matching

Business Valuation
- Capital Assets (NTA)
- Good Will
- Human Assets

Buy-Sell Funding
- Cash Purchase
- Insurance
- Sinking Fund
Enters into a Buy-sell Agreement
Premiums are paid by way of:
- Dividends and/or Director's fees
- Partnership expenses
Enters into a Buy-sell Agreement
All execute a Powew of Attorney
All execute their trust Deeds
Method I:

Identifying PSB's Objective
- Partnership agreement
- Buy-Sell Agreement
- Trust Deed
- Power of Attorney (PA)

Business Valuation
- Capital Assets (NTA)
- Good Will
- Human Assets

Buy-Sell Funding
- Cash Purchase
- Insurance
- Sinking Fund
Method II:

Identifying PSB's Objective
- Partnership agreement
- Buy-Sell Agreement
- Trust Deed
- Power of Attorney (PA)

Business Valuation
- Capital Assets (NTA)
- Good Will
- Human Assets
Value the Business
Determine Funding
Premiums are paid by way of:
- Dividends and/or Director's fees
- Partnership expenses
Method III:

Identifying PSB's Objective
- Partnership agreement
- Buy-Sell Agreement
- Trust Deed
- Power of Attorney (PA)

Business Valuation
- Capital Assets (NTA)
- Good Will
- Human Assets
Value the Business
Determine Funding
Enters into a Buy-sell Agreement
All execute a Powew of Attorney
All execute their trust Deeds
Contact Us
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