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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.


    Bruce says

    We were looking for a method to ensure two of our senior partners could afford to retire in 4 years, and that we could afford to purchase their shares. Jim gave us much more than we expected and spent a great deal of time understanding our issues. His report is one of the most important in our business and will be often referred to in future years.