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What Is It?
The Succession Strategy Report is a booklet of
approximately 130 pages designed to give the client an extraordinary amount of quality information.
It will call attention to the various issues, which must be successfully addressed in order to
accomplish a successful Succession or Exit Strategy. |
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| The Report is divided into three basic areas: |
| (1) |
Defensive postures analyze the results of the owner’s death, disability or retirement.
What would happen to the business? How much money would be required to accomplish the various scenarios? |
| (2) |
Estate and Transfer Taxes. It doesn’t do a great deal of good to design a plan of succession if a
substantial portion of the business is going to be lost through taxes. This report gives us a reasonable
idea of the approximate amount of taxes which will be due, after the death of the principals. |
| (3) |
The final section is a list of 20 – 30 specific recommendations concerning the successful succession
of the business. You will be able to use this list as a menu of steps to be taken. You choose which
steps you would like to take first. |
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How Does It Benefit The Company?
The Succession Strategy
Report becomes the “blueprint� that you will use to build your succession plan. It clarifies what needs to
be done to accomplish your goals, and gives you the opportunity to decide how quickly you move forward.
Knowing that the process has begun tends to ease your mind allowing you to focus on other issues at hand
that need your undivided attention to help grow your bottom line today. |
