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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 holds a degree in law and arts and is an experienced commercial and taxation lawyer working with Brett Davies Lawyers a firm that specialises in taxation. Tim has for a number of years actively pursued an interest in succession law in connection with the transfer of inter-generational wealth and has written extensively and conducted seminars on the subject of business succession and estate planning and the application of the various transitional taxes influencing the transfer of assets and wealth. - Current at 24 September 2008
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This was presented at Estate and Succession Planning Intensive .

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