A unique half day workshop covering client and adviser succession
One of the most immediate problems faced by an ageing population is business and family succession – the transference of leadership for the purposes of continuing the business or family. The processes put in place for succession often lay the groundwork for success and greatly assist the inheriting generation.
This unique workshop is delivered by succession planning experts in the legal and accounting fields and offers a twofold benefit. At the end of this workshop you will be able to
- Assist clients with their business succession needs and project manage their requirements with multiple advisers.
- Develop a succession plan and optimise your practice, hence increasing its capital value.
The workshop is practical, informative, concise and interactive. It touches on adviser and client options relating to retention and Buy Sell Planning.
Click here for a Course Outline and Lecturer Profiles.
Delivered by experienced professionals, the succession planning course will guide you through the process and help you develop a successful succession strategy for your clients and your practice.
Contact us for more information on 1300 ESTPLAN or This e-mail address is being protected from spambots. You need JavaScript enabled to view it if you would like us to send you a brochure. An Estplan representative will be in touch shortly.
