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Business Protection & Succession Planning Facilitation

WHY IS BUSINESS PROTECTION & SUCCESSION PLANNING IMPORTANT?

Business Protection and Succession Planning ensure that …

The assets of the business are protected

E.g. If debts are secured by assets, have personal guarantees been considered?

The revenue of the business is protected

E.g. Would the loss of a key employee results in a loss in revenue?

The ownership of the business is protected

E.g. Would the loss of an owner result in a loss in business value?

ASSET (DEBT) PROTECTION

REVENUE PROTECTION

OWNERSHIP PROTECTION

The key to good protection is the right amount of money, for the right person, at the right time.

How does the facilitation process work?

As facilitators, we will work closely with your team of advisers (accountants, lawyers etc) to coordinate a business protection and succession plan specifically tailored to your business. Our unique process allows us to coordinate funding and legal solutions in a timely and cost-effective way that ensures you can focus on what you do best—running your business.

Click on the icon to download the Why is Business Protection Important full brochure.

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