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Succession & Exit Financial Planning
การวางแผนทางการเงินเพื่อการสืบทอดหรือออกจากกิจการ
A structured Exit / Succession advisory engagement delivering Exit Plan + Valuation + Tax Plan + Timeline for Founder-led, family business, foreign investor exit clients.
Line / Agency
Financial Services
Category
Exit / Succession
SLA
3-4 weeks
Deliverable
Exit Plan + Valuation + Tax Plan + Timeline
High-level Process
1. Scope confirmation and client intake
2. Document and information review
3. Analysis, drafting, or advisory work
4. Executive quality review
5. Final delivery and client briefing