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Welcome: Site Map: Adviser Updates: Publications and Documents:
Business Succession Planning: Need for Asset or Buy/Sell Strategy Need for Liability or Key Person Strategy
Simple Succession Plan:
Complete Succession Plan:
One Page Strategy: Simplifying the Valuation Issue
Multiple Policy Approach:
One Page, Two Policy Strategy:
Other Issues:
Sole Proprietors and Families: Third Party Buy/Sell Strategies Estate Equalisation Strategies
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The Need for a Liability (or Key Person) Strategy
The Asset (or Buy/Sell) Strategy is only one component of a Succession Plan. In many cases, the Succession Plan might have to deal with Liabilities of or to the Business. A Succession Plan might also have to address issues like:
These are Liability Needs that require a Liability or Key Person Strategy.
Different Types of Succession Plan This website differentiates between:
Click on one of the above links to find out more about each type of Succession Plan.
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Adviser Tip A Complete Succession Plan is not just about Death, it's not just about Insurance and it's not just about selling your Equity.
Ian Gray travels to most capital cities regularly throughout the year and is available for Meetings. Please click here to see his availability in Brisbane, Sydney, Melbourne, Adelaide and Perth. Please contact us to arrange an appointment or teleconference.
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