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Scope and Quote Request - Business Succession
Please note that * fields are mandatory.
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Adviser details
Adviser Name *
Practice Name *
Adviser contact phone number *
Adviser email address *
Business details
Business Name *
Street Address *
Postal Address *
Current business entities
Company
Family Trust
Unit Trust
Partnership
Name of business entities *
Description of business activities *
Estimated value *
Valuation provided by *
Client
Accountant
No of principals/ business owners*
- Please Select -
1
2
3
4
5
6
7
8
Principal 1 name
Principal 1 %shares
Principal 2 name
Principal 2 %shares
Principal 3 name
Principal 3 %shares
Principal 4 name
Principal 4 %shares
Principal 5 name
Principal 5 %shares
Principal 6 name
Principal 6 %shares
Principal 7 name
Principal 7 %shares
Principal 8 name
Principal 8 %shares
Do the clients have any form of insurance funded buy/sell deed already in place ? *
Yes (please provide a copy)
No
Do the clients have any form of shareholders agreement (or other stakeholder agreement) in place to deal with non-insurable events ? *
Yes (please provide a copy)
No
What solutions does your client require ?
Buy/Sell Agreement
Shareholders Agreement
Other
Please specify
Please advise any specific objectives
If you have any business documents or additional supporting documentation, please upload
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