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Succession Plan

Succession: Are you transitioning your business to the next generation?

Submitted by: Physio Accountant - 22-Aug-2023

What is the end game for your business? Succession is not just a topic for a TV series or billionaire families, it’s about successfully transitioning your business and maximising its capital value for you, the owners.

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Succession: Are you transitioning your business to the next generation?
( Posted in: Community )

A Will isn’t always the way

Submitted by: Physio Accountant - 26-Jul-2016

You would have heard the saying: “where there’s a will, there’s a way”.

This statement is usually used to encourage people who are losing enthusiasm for a task or goal. But it also reflects the way many people feel about estate planning.

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A Will isn’t always the way
( Posted in: Strategic Financial Advice )