make sure your clients secure their long-term goals + their legacy
Providing structured, holistic strategic planning adds significant weight to your value as a business adviser. reG3n provides a way to lead the process with clients and their family while taking the succession planning area of advice into the digital age.
ESTABLISH A PROCESS
Follow a process to obtain and manage key corporate, structural + strategic information
ASK THE RIGHT QUESTIONS
Establish priorities for stakeholders + align the interests and agenda of key stakeholders
SET FUTURE GOALS
Perform compliant business valuations + set goals for future valuations
Utilise scenario planning to provide the best recommendations + strategic advice for now + the future
simplify your succession planning process
systemise succession + strategic
planning advice from only $110/mth*
*Monthly subscription price dependent on staff number, requires a version of ARM. Click SUBSCRIBE NOW to view the pricing for your organisation.