Succession Planning

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Accounting & Taxation

Succession Planning

Acorn Consulting Group assists in demonstrating how this important area is critical to your overall wealth creation and protection, and why it is important to plan for significant asset transfers to secure the most appropriate after-tax outcome. For many people, the money tied up in their business may well be their largest single asset for retirement purposes and it is important to plan for the best outcome possible.
Succession planning is the careful planning and establishing of a clear path for the transfer of equity or management of your business to ensure that:
We assist with the transfer so that all parties involved achieve their aims and objectives, after considering all commercial and taxation consequences including:
Access to specialists to prepare all related agreements and legal documentation.