Why is business protection and succession planning important?

Business protection and succession planning ensures that…

The assets of the business
are protected

eg. If debts are secured by assets, have personal guarantees been considered?

Asset (Debt) Protection

The revenue of the business
is protected

eg. Would the loss of a key employee result in loss of revenue?

Revenue Protection

The ownership of the business
is protected

eg. Would the loss of an owner result in a loss of business value?

Ownership Protection

The key to good protection is the right amount of money, for the right person, at the right time.


How does the facilitation work?

As facilitators we will work closely with your team of advisers (accountants, lawyers etc) to coordinate a business protection and succession plan specifically tailored to your business.

Our unique process allows us to coordinate funding and legal solutions in a timely and cost effective way that ensures you can focus on what you do best – running your business.


What is the business protection and succession planning process?

1. Explain and Educate

As facilitators we invest the time to make sure you understand the key issues and why they are important.

2. Discover and Accumulate

Our unique audit process allows us to obtain the information required in a timely manner.

3. Identify and Clarify

Using our discovery checklist we will quickly identify and clarify what needs to be done.

4. Present and Prepare

We will present you with an easy to understand report on the issues identified along with a plan of action including all costs.

5. Implement and Initiate

As facilitators we will coordinate the implementation of your plan and initiate what needs to be done with the relevant professionals.

6. Explain and Educate

Once your plan is in place we will review it with you to make sure it meets your objectives.


We will also review your plan on a regular basis to ensure it continues to meet your needs.

Business Succession Checklist

What is Business Succession?