The Advisor's Guide To Business Succession Planning, 4th Edition

$59.95
In stock
SKU#
FPEBS-B713

The Advisor's Guide To Business Succession Planning, a truly comprehensive guide that features all the information youneed to give your clients the advice they need.

Introducing the 4th edition of The Advisor's Guide To Business Succession Planning, a truly comprehensive guide that features all the information youneed to give your clients the advice they need.

Co-authored by Malcolm Scarratt and James Kraft, two leadingbusiness succession and estate planning specialists, this popular guide focuses on all the important topics - from legal, tax, insurance and financial implications to personal and emotional issues that may be involved throughout the planning process.

In The Advisor's Guide To Succession Planning, you will learn all about:

  • Getting started
  • Insurance
  • Family owned-businesses
  • Succession planning for the advisor
  • Small business gains and exemptions
  • Identification of appropriate buyers
  • Business valuation
  • Determination of clients' key motivators
  • Circumstances of sale, such as retirement, disability or death.

The 4th edition reflects new market realities.

Expanded and updated, the new edition of The Advisor's Guide To Business Succession Planning takes everything a step further. It includes valuable information on:

  • New options for buyout structures due to changes to the dividend taxation rules
  • Finding creative financing alternatives due to market volatility and changing lending practices by banks
  • 'Escape Hatch' planning.
What's more, the 4th edition features a new section that helps answer the question: Am I better off retaining ownership?

Plus, it includes an expanded chapter focused on the Advisor's own practice. There is even a handy Business Succession Planning Checklist that will make the planning process much easier.

Order your copies today.

More Information
Updates N/A
Format Book
ISBN 9781554962945