Phone: 02 6884 2222 | E-mail: admin@fortnumdubbo.com.au

Fortnum Dubbo is known for helping small business owners to create a Will for their business by coordinating Buy/Sell Agreements designed to shore up the fate of shareholdings, in the event of a voluntary or involuntary exit.

 

We have access to an experienced and trusted team of aligned advisers including accountants, lawyers, business valuers and risk advisers; all of whom will offer insights into your particular set of circumstances. Think of Fortnum Dubbo as your central coordinator, bringing together a team of experts equipped to deliver a personalised business insurance solution for you and your business partners.

An appropriate Buy/Sell Agreement is designed to:

  • Nominate actions/events that could trigger a buy-out
  • Consolidate a formula for valuing shareholdings
  • Outline details of Estates/Trusts to which entitlements may be directed

Further, your Fortnum Dubbo adviser is equipped to present you with a range of options designed to help you fund a buy-sell transaction in a manner that is compatible with your overall financial plan. We offer guidance around any or all of these options:

  • Private funding through personal savings
  • Business loans via an aligned lender
  • Funding via life insurance entitlements

For more information about what’s involved in facilitating a Buy/Sell Agreement, contact us today on (02) 6884 2222 or email sdunshea@fortnumdubbo.com.au

Fortnum Dubbo and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.

The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. This website holds information for Australian Residents only.

Fortnum Financial Advisers logo