Succession
Self Assessment

From our years of experience we have prepared a Self Assessment Form that will allow you to assess your own situation and whether action is required.

The Six Key Issues are listed in the same order as the Issues Page which should be visited for more detailed information.
  1. Avoiding Conflict
  2. Appreciating the business
  3. Professionalising Management
  4. Funding Growth and Retirement
  5. Management Succession
  6. Future Ownership
Copies of the Self Assessment Form can be obtained directly from us. Please print this page, fill in the details, fax to us and we will attend to your request.

Fax or Email To:  Family & Private Business Advisors Group
Fax No. 02 4861 2230
Email: gconnolly@succession.com.au

or our PA Kate Glennon
Fax No. 02 4862 2897
Email: kglennon@succession.com.au

Date:

Subject:  Self Assessment Form

Please send a Self Assessment Form as soon as possible.
Name:                                                      Age:
Title/Position/Occupation:
Business Name:
Address:
 
Tel:                        Fax:                           Mob:    
Email:
Please circle delivery method for  Self Assessment Form :

    email                    mail                       fax