For those owners wishing to ‘go it alone’, WBL have developed the self-help TRANSFER Guide and Workbook.

Designed simply and practically, the TRANSFER Guide and Workbook allows owners and successors to work their way through the succession planning process at a pace that suits their needs. The Guide covers the following key areas and uses advice, case studies and practical self-help tips to illustrate its message. The Workbook, used in tandem with the Guide, is your resource for documenting the succession plan specific to your business:

• Self assessment of the business in readiness for succession;
• Prioritising your personal and business aspirations;
• Developing strategy on the future direction of the business;
• Knowing the current value of the business and deciding the best exit options;
• The training & development of potential successors;
• Estate planning considerations for business owners.
• Succession plan development and implementation;

The TRANSFER Guide and Workbook are available on CD ROM for £59.99.