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Services Business Succession Report

Business Succession Report

This is the name given to the tailored report that is written up following the completion of all fact finding and analysis carried out by me with my client and their advisors.

These analysis modules are unique to my consultancy, having all been developed 'in house' since 2006. They allow you as a business owner to focus on those areas of concern to you so ensuring that as a consultant, I am working in the fields you have established during our initial meeting. Apart from an efficient use of my time and your costs, it furthers the individuality of my report to you.

The nine analysis modules are:bsr

  • Immediate Succession Strategies

  • Generation Succession Strategies

  • Initial Research

  • Business Valuation

  • Asset/Litigation protection

  • Intellectual Property

  • Insurance Funding Management

  • Legal Briefing & Liaison

  • Estate Planning (Family)

    Every business has differing needs and uses differing module combinations, and each module may need different depths during analysis.

    This means that each report is as individual as your business.


    Sean says

    We are in business with my parents and brother. Some land had been transferred to my brother and I and we asked Jim to prepare a immediate exit strategy in case one of us had or wanted to withdraw. We sought bank finance to improve the land. Jim was able to do that plus discover a error in how the land was transferred that the bank had missed. Since then my brother has left the state and he is being paid out exactly as we set up; no argument.