Succession Planning

In ensuring the long term success of your business, It is critical to establish a well-designed succession plan. Coordination of the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, taking the stress off your shoulders.

Contact us for more information on forming a plan that allows for a hassle free continuation of your business.

 

Estate Planning

As unpleasant as the task is, estate planning is one of the necessities in life. It allows peace of mind knowing your hard earned assets will be dealt with in the manner you choose.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will is required to perform a number of duties. At McCann Clarke & Co we are experienced in estate planning, and can guarantee the succession plan for your assets will be held to.

The areas involved in estate administration we are able to assist in include:

  • Meeting to discuss objectives for your estate
  • Confirming assets - valuations, inventories, appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

 


Advice that adds value!
More and more clients are realising their accountant has the ability to improve their business through increased profits and productivity, growth stimulation, and cashflow management techniques.

Whatever your needs – basic tax & compliance, profit & growth strategies, financial planning, or specialist business services – you can expect McCann Clarke & Co to add real value to your business.

 

 

 

 

 

 

 

 

 

 

 

 

 


 

                                                         

Financial Planning Solutions
Superannuation
Succession & Estate Planning
Wealth Creation & Retirement Planning
Insurance Advice & Placement
Finance Options
Risk Management
Salary Packaging



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