Key person case study
This second case study deals with contingency planning: the need to protect the business against the loss of a key person. We look at the effects the loss of Stadion’s major shareholder and their paraplanner could have on the business and how best to protect the business.
Shareholder case studies
Succession planning can be vital to the survival of a small to medium size business. In shareholder case study 1 we look at how all of the shareholders of the firm 'Stadion Advice' protects themselves. It shows how they follow the steps to ensure that, in the event one of them should die or have to leave the business as a result of a critical illness, their share of the business will go to the right people.
In shareholder case study 2 we look at the situation where only some of the shareholders wish to protect themselves.
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