It is recommended that you review this document in conjunctions with the lifestage checklists. Each lifestage has a complimentary checklist which outlines the requirements and process to comprehensively service that market. The Practice enhancement section also provides valuable tools to support your strategic development.

The purpose of the 3AS planning pathways is to help you select the documents you need to prepare a plan for a specific target market. In this document we provide you with pathway to enter the Small to Medium Enterprise (SME) succession market.

 If you require assistance using 3AS please review Navigating 3AS, This email address is being protected from spambots. You need JavaScript enabled to view it. or call 1300378752

Section

File

Description

File type

Peak Accumulation

PA 2.02 - Baby Boomers and Succession Planning

Preparing your practice and your clients' businesses for succession.

 

Document

Peak Accumulation

PA 2.05 Business Succession Planning

This document covers family businesses and outlines a multi-disciplinary adviser approach to succession planning. It also covers challenges faced by family business transfers.

 

Document

Peak Accumulation

PA 2.06 Succession Planning Service Offer

This document combines a suggested succession planning process along with prospecting strategies and case studies to help you work prepare for a succession planning engagement.

 

Document

Peak Accumulation

PA 4.02 - Succession Planning

How to introduce the need for succession planning to clients.

 

MP4 video

Peak Accumulation

PA 5.01 - Case Study: When you Don't Help Clients Plan

This case study demonstrates the repercussions that occur when a practice principal fails to plan.

 

Document

Peak Accumulation

 

PA 6.03 - Conversation Script: Succession Planning

Conversations to help advisers enter the business succession market.

 

Document

Templates

 

15.6 - Estate Planning & Business Succession Checklist

 

Business succession planning checklist

Document

Practice enhancement

PE 2.10 Business Succession

A planning process to implement succession planning in your practice.

 

Document