The Essential First Steps in Succession Planning

What is a succession agreement?

A succession planning agreement provides a robust framework for all of the shareholders agreed intentions to be carried out in the event of:
  • Death or Disability
  • Resignation
  • Retirement

You may have thought about Succession Planning or even have a plan in place. These are often deficient or out of date and can be a potential time bomb.

There is no charge for an initial assessment of your current succession plan arrangements which will identify any issues that need attention.

Disclosure Statement

A Disclosure Statement is available from our office free of charge.