by Advisor Controls | Mar 2, 2021 | Business Succession
Funding screen The funding tab at the top compares the various methods for funding Business Continuation. The input screen shows the basic three generic funding methods: cash, borrow, sinking fund (or savings account). Insurance is an alternative to these three. The...
by Advisor Controls | Mar 2, 2021 | Business Succession
Future values screen The next screen is pretty straight forward. It’s the future value years to project. Obviously you know how long each one has till retirement, how many years into the future that they’re willing to look into values and discounts. You...
by Advisor Controls | Mar 2, 2021 | Business Succession
Solutions screen The next screen deals with the solution desired for each of the owners. Again, each owner is shown and then you have a drop-down of the choices of solutions. The solutions are limited by what was the objective on the prior page depending on whether...
by Advisor Controls | Mar 2, 2021 | Business Succession
Objectives screen The next screen deals with the objectives of each owner. Who does each owner want to continue their business interest? How do they want their business interest transferred? Who is going to buy their interest or how are they arranging that? We do that...
by Advisor Controls | Mar 2, 2021 | Business Succession
Edit owner Details about each owner you want to include in the report is shown on this screen. It’s important to note that you do not have to include all owners in the report. Each owner that you do want included or want to make a presentation for must be...
Recent Comments