Succession Planning

Inter-generational Wealth Transfer.
If you want to be certain that your wealth doesn’t end up being another tale of ‘Shirtless to Shirtless’’ in 3 generations you need to take the topic of inter-generational wealth transfer seriously. Education of not only Quantative but just as importantly Qualitative factors are paramount to ensure your hard earned wealth doesn’t disappear in your children and grandchildren’s generation.

Small Business Tax Concessions Strategies.
Together with your accounting team we work towards maximizing tax benefits available on selling your business and investing appropriately.

Buy/Sell Agreements.
Through buy/sell funding, this agreement ensures a successful transition between owners of the business and ensures an adequate compensation in the event of death/disablement/trauma for all parties concerned.

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