Best Practices: Creating a Business Death/Disability Plan
What would happen to your business, your clients and the value of the company, if something where...
| Simple | Full | |
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$ 10,000 $ 6 |
$ 15,000 $ 7 |
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| Features | ||
| Single Point of Contact Upon engagement, you will be assigned your team based on several factors, such as package, availability, and complexity of your project. |
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| Industry Specific Questionnaire Each package has a separate questionnaire ranging in complexity and detail. The questionnaires are designed to ensure your deliverables are comprehensive and tailored to your needs. |
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| Consultation Call(s) Consultation calls help us clarify inputs, address questions, and provide recommendations to ensure that your deliverable meets your needs in real-time. |
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| Email Support Sometimes you just have a quick question! We are happy to address any questions, changes, or thoughts via email. |
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| Cash Flow Model | ||
| Form Contracts SRG will provide the agreements needed to support your succession plan, and includes two sets of revisions to help tailor the documents to your needs before having your counsel review. |
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| Coordination with tax professional | ||
| Succession Blueprint Document The Succession Blueprint Document is a simple to read but comprehensive document that summarizes the entire plan, timeline, tax strategies, financing considerations, and more so all parties know the plan and can easily reference what to do each year. This document includes a Memorandum of Understanding (MOU) for all parties to sign, acknowledging the intent of the plan. |
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| Multi-Successor Strategy For firms with multiple successors, SRG will create a more robust succession and equity sharing strategy for each participant, working closely with them to ensure they understand and have their questions answered. |
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| Industry Resources Resources may include: guides, checklists, decision trees, whitepapers, etc. |
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