Bentelys has developed a targeted program that determines the optimal strategy for a business owner; it’s called BOSS – Business Owners Succession Solutions®. As a regional member of Bentleys, Harding Martin is licensed to provide this exclusive service to our clients.
BOSS takes a holistic approach to the transitional issues affecting businesses and business owners at key stages of the business life cycle, from start-up through to ownership transition. The five key elements that make up the BOSS Lifetime Planning Strategies are:
- Business financial
- Personal financial
- Estate planning
- Management succession
- Ownership transition
To realise key business goals such as increasing profits, enhancing the value of your business and creating longer-term wealth, you need to look at the complete picture and consider a range of business issues – now rather than later.
Transition and succession issues are often only looked at when owners are approaching retirement; BOSS enables you to start early, and to give yourself the time and flexibility to evaluate all possible alternatives. BOSS is an invaluable framework which helps you to protect and grow your personal and business investment.
