Darren.Smith
Advisely Board
Advisely BoardSuccession Plan - Be honest ! How prepared are you?
This is something that is so close to my heart at the moment as I am in the home stretch of realising the dream that I mapped out 8 years ago! A real mixture of emotions and this has been 8 years in...
Tangelo
Advisely Partner
Advisely PartnerDarren.Smith also an important question for those self-licensed businesses. From a compliance/governance perspective, we see a lot of sole traders who are a key-person on their AFS licence with not much consideration given to succession. Having a solid and actionable plan would certainly help mitigiate key person risk as well.
Darren.SmithAdvisely Board
Advisely BoardGreat point that you raise
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