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

 
 
 
 
 
 
Value the Business
 
 
 
 
 
 
 
 
Determine Funding
  • Insurance
  • Cash
  • Borrowing
 
 
 
 
 
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
  • Insurance
  • Cash
  • Borrowing
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
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