SCG)_Dark
Access the Checklist

Simply complete the form below to access the checklist!
Prospective Business Owner - Succession Checklist_ipad
Business — Checklist

Prospective Business Owner - Succession Checklist

Why do you want to be an owner in the business?

Preparing to take the reins of a business requires hard work, planning and expert advice.

Use this checklist to start you on your journey in preparing for succession and to document your progress along the way.

© 2019 Altus Financial, All rights reserved.

Rod Dickinson, Matthew W.B. Smith, Adam Montana, Altus Financial Pty Limited (ABN 62 081 162 843) are Authorised Representatives of Apogee Financial Planning Limited. (ABN 28 056 426 932), an Australian Financial Services Licensee (AFSL no. 230689) with registered offices at 105-153 Miller Street, North Sydney, NSW 2060 and a member of the National Australia group of companies. Products and services offered by Altus Accounting are not authorised by Apogee Financial Planning. Apogee Financial Planning is not responsible for the advice, products and services provided by Altus Accounting. Julie Azzi is a credit representative (CR No. 366834) of BLSSA Pty Ltd ABN 69 117 651 760 (Australian Credit Licence 391237).