:: Home > Contact ::

BUSINESS SUCCESSION PLANNING ISSUES

This form is designed to establish the framework for discussion of your needs. We can help plan a transition of your business to the next phase of its development. We can also help with valuations, choosing the appropriate option or separation, organising insurances, minimising tax and building procedures to pass on your skills and knowledge.

Please complete the following form and send back to us!!

Please place a cross (X) in the appropriate boxes. You may cross more than one box in each section.

Name:
Phone:
Email Address:

1 Trigger Events (check all applicable options)

Death
Permanent Disability
Trauma (eg heart attack)
Retirement
Matrimonial

2 Preferred Options On Transition (check all applicable options)

Sale of the business in total
Buy out by remaining principals
Family succession
New equity partner
Franchise the business
Public float
Wind up the company

3 Other Succession Issues. Do you require help with: (check all applicable options)

Life Insurance
Disability Insurance
Trauma Insurance
Valuation
Funding the transfer to family or employees
Minimising the tax on transfer
Transferring skills and knowledge

4 Basic Information

Current annual turnover (check only one box)

< $100,000
$100,000 - $1,000,000
$1,000,000 - $20,000,000
$20,000,000 - $100,000,000
> $100,000,000

Current number of employees (check only one box)

< 5
5 - 20
21 – 100
100 – 500
> 500

Home : Services : Our People : News : Careers : Contact : Tax Planner

This web site has been prepared for the information of clients of Edwards Marshall.
It contains brief comments which are not intended to be a basis for decision making.
Please contact us to discuss any matters which may be relevant to your individual situation.
© 2008 Edwards Marshall

Electronic Communications Policy / Privacy Policy