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Business buy sell presentation

Published on 24 Sep 08

This presentation covers topics such as:

Corporate Club Series

  • forward risk planning
  • how to identify prospects?
  • the parties
  • the funding
  • what is the business worth?
  • what is often overlooked?
  • the agreement
  • the insurance policy
  • policy ownership
  • self insurance
  • reciprocal ownership
  • trust ownership
  • tax treatment of life insurance policies
  • the premiums
  • the transfer
  • implementation
  • wills.

Author profile:

Tim Pepper
Tim is a Solicitor at Brett Davies Lawyers who works closely in association with financial services providers’ accountants and AFS licensees to provide common sense strategies and solutions for the protection and transfer of assets for individual clients, businesses. He has around 15 years experience in self managed superannuation funds. Current at 09 March 2009 Click here to expand/collapse more articles by Tim PEPPER.
 

This was presented at Estate and Succession Planning Intensive.

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