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Small Business
Business Succession Planning
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What Does the Business Succession Planning Process Involve?

May 20, 2016

May 20, 2016

BCV facilitates discussion between the business partners to establish a fair and equitable process and settlement in the event of one of the partner’s exiting the business.

The result is to establish a buy-sell agreement protecting the business against the loss of a partner(s).

BCV offers a full service, managing all elements of the process.  These include:

Business valuation (in conjuction with a client’s Accountant, or BCV’s accounting firm)Buy-sell agreement (in conjunction with BCV’s partner law firm, or through a client’s own supplier)Funding options

Contact Michelle Roberts at BCV Financial Solutions if you believe this is something your business requires

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Michelle Roberts

Advisor

  • Bachelor of Business (Property Investment)
  • Advanced Diploma of Financial Services (Financial Planning)

Michelle Roberts is an Authorised Representative of Australian Unity Personal Financial Services Limited (AUFP) ABN 26 098 725 145, AFSL 234459. This is general advice only and does not take into account your personal objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice in light of your own circumstances. Past performance in not indicative of future performance.