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Business Succession Planning

What Does the Business Succession Planning Process Involve?

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)