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 |