Business Succession Planning

You’ve worked hard to establish and build your business. Green Team finance brokers are business owners too and we understand the fast-paced and detailed nature of running a business day-to-day can be all-consuming. We also know how important it is to cover all bases when it comes to safeguarding your business interests and livelihood in the short and long term. Ask yourself, how secure is your business if anything was to happen to you or a key business owner?

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Protect your assets, revenue and business ownership

You’ve invested heavily into establishing and building your business. Now’s the time to protect your profitability by ensuring access to the right amount of money, for the right person, at the right time. This is critical contingency planning which means you need to think of the unthinkable.

Consider the following:

  • If your debts are secured by assets, are personal guarantees in place?
  • Would the loss of a key employee result in a loss in revenue?
  • Would the loss of an owner result in a loss in business value?

Experience matters

Our Business Succession planning services are provided via a joint venture between Green Finance Group and Personal Risk Professionals (PRP).

Our dedicated team of PRP financial advisors will help you to coordinate a business protection and succession plan specifically tailored to your business.

As facilitators, PRP will work closely with your team of advisors (accountants, lawyers etc.) to coordinate a business protection and succession plan specifically tailored to your business, including:

  • Business Assets
  • Business Revenue
  • Business Ownership

Our unique process allows us to coordinate funding and legal solutions in a timely and cost-effective way that ensures you can focus on what you do best, running your business.

Click here to find out more about our Business Protection and Succession Planning services or simply request a call back below and one of our experienced advisors will be in touch shortly.

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