Business Owner Services
What would happen to your business if you were to suddenly become incapacitated or die? You probably haven’t given his much thought and it may not seem a priority when you are busy. But don’t worry we have done all the thinking for you.
How Can We Help You and your Business?
No two businesses are the same, so we tailor our services to meet the individual unique needs of small business owners and sole traders. Putting a Transition Plan in place ensures the value of your business is secured for the future.
Business Transition Training
Our awareness training is an informative presentation and discussion that highlights the issues that can be encountered when owners of small businesses have a sudden accident.
The training is designed to make you aware of why there is a need for business transition planning.
Business Transition Planning
A business transition plan is a tool that can be used in the event of you becoming incapacitated or your sudden death.
The plan will give your chosen transition manager instructions that will enable them to ensure that your business runs smoothly until you are able to take over running it again or until after probate has decided what is to happen to the business in the future.
We have done most of the thinking for you and have developed a script and template to guide you through this important planning activity.
Transition Manager Service
Appointing Social Embers as your transition manager ensures continuity of customer relationships in your valuable and successful business.
As we live in a world of fast paced change we include an annual review of your plan and you will receive regular reminders to keep it up to date.
Without transition planning your business may become a liability to your estate rather than an asset.
Our Services for Small Business Entrepreneurs
Running a business can be both satisfying and a challenge at the same time. We understand that planning for what happens to your biusiness after you are gone is probably not high on your priority list. It is however something that needs to be done, a bit like having an insurance policy, and that’s where we come in. Social Embers can put a plan in place for you and then manage your on going Succession Plan so that you can get on with running your business with the peace of mind that one thing on your to do list has been ticked off!
Consultation and Introduction
For Business Owners- Face to face (only available in Dorset)
- Phone call consultation
- Different Business Continuity Options
- Business Transition Training
Business Transition Training
For Business Owners- Face to face (only available in Dorset)
- Phone call consultation
- Different Business Continuity Options
- Business Transition Training
Business Transition Planning Service
For Business Owners- The estimate of the time required to create your bespoke plan will be quoted after your initial consultation meeting
- Review of business digital footprint
- Creation of a bespoke transition plan
- Final meeting to agree transition plan
Business Transition Manager Service
For Business Owners- Appointing Social Embers as your Transition Manager
- Regular reminders to keep Transition Plan up to date
- Annual review and update of plan
- Providing a link with executors to assist them with business continuity during probate