BUSINESS & succession planning
Who is helping you safeguard the value of your business?find out more
Be Future ready
Ensure you are protected against death, disability & business disruption.
We are the experts in Advice Firm succession AND business continuance.
Limited intake of firms for the next 6 months
Don’t delay let us help you have peace of mind for your future. Contact uslook at the numbers
There is a reason for a succession plan!
Succession Planning Profit per owner is significantly higher for firms when the owner has an effective succession plan in place. $684,148 profit per owner v $355,446 in those firms with no documented succession plan.
- Succession Planning Profit = $684,148 100%
- Firms with no succession plan = $355,446
%
Did you know?
Did you know only 5% of advice businesses have a comprehensive succession plan in place?
Succession Planning
Case Study
This case study exemplifies the importance of early succession planning and the positive impact it can have on the longevity and success of financial advisory practices.
1. Annual Review:
During our annual review, we highlighted Succession Planning as an imminent concern.
2. Tailored Plan:
After thorough due diligence, we devised a strategic plan to prepare the practice for sale, maximising returns on years of effort.
3. Successful Retirement:
The adviser achieved their goals, maximising retirement benefits with minimal costs and full support.
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P: (07) 3018 0400 | E: info@futuro.com.au
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