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Insurance funding & succession planning presentation


This presentation covers:

  • why is succession planning Important
  • succession planning for family businesses
  • shareholder’s agreements
  • what is a buy sell agreement
  • objectives of a buy sell agreement
  • who need or can have a buy sell agreement
  • what can happen without an agreement
  • how to determine fair value
  • funding a buy sell agreement
  • dealing with shortfalls
  • tax efficiency
  • structure policy ownership options for insurance funding solutions
  • goal alignment.

Author profile

Geoffrey Ivanac
Geoff is the Founder/Director of Everblue Consulting where he works in collaboration with his client’s existing trusted advisers to provide them with the best financial outcomes. The services he provides include financial planning, retirement planning, succession planning and estate planning advice. He is also a Transition Planning Consulting with Transition Planning Australia ,where he assists business owners and executives to plan the next phase of their lives by considering both matters of the head and the heart. Geoff is a Fellow Chartered Financial Practitioner (FChFP), Chartered Accountant (CA) and a Chartered Tax Adviser (CTA). His background includes working in many different capacities including both accountant and financial adviser. For the past ten years he has specialized in estate and succession planning for small to medium sized businesses. He publishes a blog called ´Follow My Footprints’ on a regular basis, which covers a range of topics including legacy and succession planning. Geoff was the winner of the 2014 AFA (WA) Excellence in Education Award. - Current at 28 August 2015
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This was presented at Estate Planning Day .

Get a 20% discount when you buy all the items from this event.

Individual sessions

“Binding” financial agreements - Will these amendments get it right?

Author(s):  Andrew DAVIES

Materials from this session:

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