Business succession planning, as part of holistic estate planning, is arguably the ‘go to’ value add 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:
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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)