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Business succession planning paper

Published on 13 May 05 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • approaches to structuring of the business succession plan - latest strategies
  • examples of planning gone wrong
  • using the will as part of the business succession strategy
  • focusing the arrangements on getting a cash flow
  • strategies for non-family buyouts
  • implementing buy/sell agreements - current strategies
  • focusing on CGT issues of the business succession plan.

Author profile:

Matthew BURGESS

Click here to expand/collapse more articles by Matthew BURGESS.
 

This was presented at Estate Asset & Business Succession Planning .

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The estate planning process

Author(s):  John DE GROOT

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