FREE Webinar – Adviser Facilitated Business Succession Planning: The Steps for Success (16 March 2023)

Business succession planning, as part of holistic estate planning, is widely considered the ‘new black’ for many advisers.

This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s facilitated business succession planning platform to monetise their offering; while managing risk.

This session will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as:

  1. insurance funded buy sell deeds
  2. all forms of non-insurance funded agreements (including shareholder and partnership agreements)
  3. interplay with wider offerings (including trust succession and estate planning)
  4. Stapling of arrangements across multiple entities
  5. annual business succession planning health check

Would you like access to this previous webinar? Email [email protected] to arrange to speak with one of our team.

Want access to more content? Become a member of View Communities.

Techniview – For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser – For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption – For professional service providers wanting to iterate their business model (including abandoning timesheets)

In the meantime, you may like to see some of our other resources, we look forward to seeing you soon