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

Business Valuation

Value the Business

 

Determine Funding

 

  • Insurance
  • Cash
  • Borrowing

 

Premiums are paid by way of:

  • Dividends and/or Director’s fees
  • Partnership expenses

 

Enters into a Buy-sell Agreement

 

All execute a Power of Attorney

 

All execute their trust Deeds