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The Five Foundations of Business Succession

The Five Foundations of Business Succession

Matthew Burgess
0/5 ( ratings)
The Five Foundations of Business Succession is a comprehensive reference
source for any adviser wanting to deliver client focused solutions in the
area.


A unique and generous use of diagrams combined with practical tips and
example clauses help to ensure the book is user friendly. The book also has
comprehensive references to legislation and related materials to address all
fundamental aspects of the business succession process.


Specific topics addressed include:


1. all relevant tax issues that arise;
2. ‘front end’ business succession arrangements using insurance;
3. structuring of policy ownership;
4. structuring of contractual arrangements; and
5. regulating uninsurable exit events.
Format
ebook
Release
September 22, 2014
ISBN 13
9781925181265

The Five Foundations of Business Succession

Matthew Burgess
0/5 ( ratings)
The Five Foundations of Business Succession is a comprehensive reference
source for any adviser wanting to deliver client focused solutions in the
area.


A unique and generous use of diagrams combined with practical tips and
example clauses help to ensure the book is user friendly. The book also has
comprehensive references to legislation and related materials to address all
fundamental aspects of the business succession process.


Specific topics addressed include:


1. all relevant tax issues that arise;
2. ‘front end’ business succession arrangements using insurance;
3. structuring of policy ownership;
4. structuring of contractual arrangements; and
5. regulating uninsurable exit events.
Format
ebook
Release
September 22, 2014
ISBN 13
9781925181265

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