Paul Barsden Email & Phone Number

As a small business owner, I am passionate about providing holistic financial planning advice and solutions for business owners with a particular focus on Family Business, Succession, Exit and Estate Planning. As an Adviser Member of the Family Business Association I can assist you and your family to implement and maintain your Business Succession Plan. My role is to point out the measurable costs and benefits of a course of action, leaving it with the individuals concerned to weigh these against their own personal and family requirements. Additionally, I will independently facilitate family business related meetings, and with my sound understanding of all technical issues I can provide specific advice regarding your situation. It is important to understand the links between the retirement plan, the exit plan, the succession plan and the estate plans, and to ensure that these plans are made in the right order. The retirement plan determines the timing of the exit from management of the current owner/manager and that person’s financial requirements to fund their retirement, whether as a lump sum which can be invested to produce ongoing income and repay personal debt, or as payments from the business (if it remains post retirement). If the exit plan determines that family succession is the most appropriate exit mechanism for the current owner/manager, then you can move to the family business management and equity succession plans. The management succession plan will determine who will take over running the business, which will influence that decision as to which family members should receive equity. Once the succession plan has been determined it will need to be incorporated into the estate plans of the current owners.Additionally, as a Certified Financial Planner®, Accredited Estate Planning Strategist®, Accredited Aged Care Professional™ and Tax (financial) adviser, I am well positioned to assist you with other Financial Planning or Estate Planning requirements you may have. In order to provide a full spectrum service for my clients, I have also established BPW Finance to ensure my clients are receiving competitive financing and loans, and that they are structured according to their needs. I am located in Dunsborough and service clients locally and in Perth. I welcome your contact at any time via paul@familybusinessmatters.com.au or on 0424 126 034. Alternatively you can book a free 15 minute appointment with me to see if I can provide a solution to your needs: https://schedulemeetingwithPaul.as.me/meetandgreetwithPaulBarsden

Listed skills include Strategic Financial Planning, Wealth, Wealth Management, Investments, and 37 others.