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...
| Premium | Elite | |
|---|---|---|
|
$ 10,000 $ 6 |
$ 17,000 $ 7 |
|
| Best For | ||
| Industry | ||
| Number of Owners | ||
| Number of Successors | ||
| Features | ||
| Single Point of Contact You will be assigned your team based on several factors, such as package, availability, and complexity of your project. |
||
| 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. |
||
| Consultation Call(s) Consultation calls help us clarify inputs, address your questions, and provide recommendations to ensure that your deliverable meets your needs in real-time. The included calls are appropriate for 90%+ of our client projects. |
||
| Cash Flow Model | ||
| Industry Specific Form Agreements SRG will provide you a form contract tailored for your needs based on the information we gather from you. |
||
| Contract Revisions We know it's hard to think of everything on the first try. Each package receives at least one contract revision to ensure the final product is exactly what you need. |
||
| 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. |
||
| Coordination with tax professional | ||
| Industry Resources Resources may include: guides, role transition and other checklists, decision trees, whitepapers, etc. |
||
 |
 |
|
