THE GOOD WILL COMPANY
SUCCESSION PLANNING
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Starting a business is no small feat. We understand the hard work, dedication and sacrifice it took for you to make sure that it gets off the ground and become successful. The last thing we want is to see your legacy go to waste.
The team of Advisers at the Good Will Company have a wealth of experience in business development, management and risk management. We can ensure that your business legacy is well protected and all that you’ve worked so hard to grow continues to thrive ensuring the right people are left in charge, your family receives any payments that are due to them and that the business continues to be managed so it continues to grow.
Our team can not only assist you with the development and implementation of a Succession Plan but they can ensure that when the time comes, the directions set out in that document are implemented seamlessly ensuring minimal downtime to your business.
WHY YOU NEED
A SUCCESSION PLAN
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A lot of privately owned businesses do not have a succession planning process in place. Those that do have very generic plans that leave too much for interpretation. Often, the result is catastrophic. What should be a family-run business is taken over by other key personnel that have made their claims.
If you don’t want this or worse to happen, you need a clear, well thought out and in-depth succession plan to ensure that your business is not disrupted and all key people are able to move into their roles and all finances go where you intended them to go.
THE MINDSET
FOR A SUCCESSFUL SUCCESS PLAN
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BE OPEN
As with any part of estate planning, you need to see the bigger picture. To do that successfully, you need to keep an open mind and be willing to try things that will help you achieve your goals. That means trusting you adviser to have your best interest at heart when they impart much-needed advice and strategies for your succession plan.
STAY PROACTIVE
The most common misconception people have about the succession planning process is that it should start when the owner or head of the company has fallen ill, will retire or has passed. Unfortunately, that’s too late.
Our advisers can guide you in laying out a strategic, legal and sustainable succession plan that will ensure your business continues to grow in the hands of people you trust or is sold to its fullest value. Whatever your succession plans are, the Good Will Company advisers can make it happen for you.
SEEK PROFESSIONAL HELP
Running a business is your speciality. Making sure your decisions are enforced when you’ve retired, fallen ill or passed is ours. Our advisers, both from a financial and legal standpoint, can advise you on how to make sure that your succession plan is detailed and reflects your intentions – whatever they may be.
CLIENT PORTAL
Secure Access
To facilitate a transparent communication between you and our advisers, we've set up a LawConnect account for you. Use it as storage to organize your estate planning files or an avenue to discuss real time comments on documents with your adviser. To log in, click the button below.
ASK A QUESTION
General Discussion
Do you have a Will? Worried yours may be out of date? Unsure if your Will or Trust reflects your intentions? All valid concerns, so give our advisers a call and let the Good Will Company assist you with your Estate Planning enquiries and take the first step to securing you and your family's future.
BOOK A MEETING
Your Journey Begins
Book a meeting with our estate planning experts and, using our holistic and streamlined approach, we will ensure you are asking the right questions and ultimately coming up with the correct answers. Allow the Good Will Company to empower you to secure your family’s future.
REFER A FRIEND
Spread the Word
If you believe that our estate planning service could be beneficial to a friend or family member, please don't hesitate to refer them to our friendly staff here at The Good Will Company. We would be happy to work with them to give them peace of mind with respect to their Estate Planning.