BUSINESS SUCCESSION

Business owner’s agreements   •   Equity funding  •  Key person cover

Business owner’s agreements
Equity funding
Key person cover

Astute business owners look to the future and mitigate risks, often on behalf of people other than themselves.

The Blueleaf way

All businesses with a vision for the future need an easy-to-follow succession plan for owners, family members and successors to implement.

In our experience, the most successful plans combine expert financial, legal and insurance advice – which is why we work closely with your existing accounting and legal teams.

We help you by

  • Facilitating a business owner’s agreement which provides clarity when a partner exits or a business is sold
  • Planning equity funding to ensure capital is available to acquire the shares of the departing business owner

  • Implementing a keyperson cover to offset a downturn in profits or to fund a replacement in the event of a loss of a business principal; and
  • Managing ongoing requirements as your business grows.

“Our business has grown significantly over the last 20 years.  During this time Blueleaf have assisted us with both our business succession and personal insurance requirements.  They have always put our interests first and have consistently delivered beyond our expectations.  We have witnessed at first hand the importance of having an advisor who can also collaborate with our financial and legal advisors.  We would have no hesitation in recommending the service of Gary and the team at Blueleaf.”

TIM MURPHY
Director, Fugen Group

Talk with us today

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Blueleaf Consulting Pty Ltd ABN 99 150 176 677 is an Authorised Representative of GWM Adviser Services Limited ABN 96 002 071 749 an Australian Financial Services Licensee, Registered office at 105 – 153 Miller Street North Sydney NSW 2060. The product/services offered by Blueleaf Mortgage Solutions is not authorised by GWM Adviser Services Limited and GWM Adviser Services Limited are not responsible for the products/services provided by Blueleaf Mortgage Solutions. Blueleaf Mortgage Solutions Pty Ltd ABN 85 150 009 242 is a Credit Representative of BLSSA Pty Ltd ACN 117 651 760, Level 10, 101 Collins St Melbourne VIC 3000.