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Roberts Estate Plannning Specialists

5 Joyce Street Floraville NSW 2280

PO Box 227 Belmont NSW 2280

Telephone: 4946 1885

Facsimile: 4946 1886

Email:info@robertseps.com.au

:: Business Succession ::

Roberts Estate Planning Specialists can help you develop a business succession plan specifically tailored to your situation.

 

A business succession plan is a financial and tax plan that can:

1. Ensure you and your family receive the business’ true value after tax;
2. Give your business every chance of survival after you are gone;
3. Allow for an orderly transition of ownership rather than a forced sale;
4. Retain key employees;
5. Provide a ready market for your business; and
6. Reduce or eliminate capital gains tax, income tax and stamp duty.

A business succession plan considers the best way to structure your affairs to reduce taxation, establishes the trigger events (eg retirement, trauma, death, divorce) that allow the succession to take place and to fund the transfer of your interest to your business partners.

 

The purpose of a business succession plan is to make provision for a voluntary departure such as retirement and also to make provision for involuntary departure caused through death or disability and the like. For some handy Business Succession Planning resources, go to our resources page.

 

For expert and specialist advice contact Roberts Estate Planning Specialists. Click Here