Sentences with phrase «ensures business succession»

Not exact matches

A succession plan is a two - sided coin: ensuring business continuity for existing clients at owners» firms, and training the next generation of young financial planners.

In a world where transitions are a part of managing any business, we plan for succession in the investment team in a very deliberate way to ensure that our work for clients continues uninterrupted as much as possible.

Having a succession plan and ensuring the continuity of business — not only for the advisor, but for the clients they are charged with protecting — is an integral aspect in business of any kind.

People Ensure transfer of knowledge, expand where there are new skills recognised in the industry or to meet business needs and outline succession of talent.

As it can be daunting to take on the role of repairing a dysfunctional executive team, a new CEO should start by ensuring that those in the C - suite have clear roles and responsibilities, Toronto business lawyer Bill Northcote tells Succession Planning, a special supplement published by The Bottom Line and Lawyers Weekly.

Client management — management of client relations including complaints, avoiding conflicts of interest and communications with clients to ensure effective, timely and courteous delivery of services, business continuity and succession planning;

Whilst not technically evolving the field of agricultural law, I like to think that I have been proactive in raising the profile of succession planning and its importance to the extent that the Land Agents, Accountants, Financial Advisers and Clients, with whom I deal know that I am a «woman on a mission», to ensure that succession is planned and does not happen by default e.g. on death with all the appallingly difficult ramifications that can have for both the business and the family.

We provide clear and practical solutions to a broad range of private client issues, such as the setting up of both onshore and offshore trusts for wealth preservation, succession planning to help ensure family businesses pass down through generations without being unduly burdened with tax liabilities and helping entrepreneurs to realise the sale of their successful venture in the most tax efficient way.

When it comes to passing down a family business to the next generation, simply wanting to work together is not always enough to ensure a smooth transition — the successor also needs to have business - specific interests and knowledge, Toronto estates and trusts lawyer Suzana Popovic - Montag tells Succession Planning, a special supplement published by The Bottom Line and Lawyers Weekly.

Either way, a well - considered businesses succession plan can help ensure viability of the company and pass the most benefit to the next generation.

Smart business succession planning can help ensure that the business survives and that the owner's family is adequately compensated.

Life insurance can help business owners preserve their estate for the next generation or ensure a smoother succession of the business.

«Coaching our affiliated brokers in grooming their successors to be skilled leaders is a win - win because while we are helping them plan for their own prosperity, succession planning also helps ensure business continuity in the marketplace,» said Young.