The Advisor's Guide to Business Succession Planning, 3rd Edition

A comprehensive guide that helps financial advisors initiate and plan for their clients' business succession. Legal, tax, insurance, and financial implications are discussed. Practical and analytical, this book focuses on the personal and emotional issues involved, potential obstacles, and solutions.

Topics covered:

New for this edition: Planning for the advisor's own practice – Including FREE Practice Analyst CD
Getting started
Family-owned businesses
Identification of appropriate buyers
Determination of clients' key motivators
Insurance
Small business gains exemption
Business valuation
Circumstances of sale, such as retirement, disability, or death

Errors were discovered in a chart in Chapter Two, Selling at Retirement of The Advisor's Guide to Business Succession Planning. Below is the corrected chart for Vendor Financing on page 15. We apologize for any inconvenience that this error may have caused.

Correction to Vendor Financing Cash Flow Chart, Chapter Two – Page 15

Year	Interest Income	Capital Gains	SBGE Available	Total Taxable	Tax at 40%
1	60,000	200,000	100,000	110,000	44,000
2	55,448	200,000	100,000	105,448	42,179
3	50,623	200,000	100,000	100,623	40,249
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CCH.CA – Recently Added or Modified Financial Planning Products - English

Disability Insurance and Other Living Benefits

The Advisor's Guide to Business Succession Planning, 3rd Edition

Financial Advisor's Pocket Reference - English 2009-2010

Financial Advisor's Pocket Reference - French 2009-2010

Dave's Test (IGNORE)

FP Solutions

oneSource, The Canadian Financial Planning Library