Elevate Your Wealth

Business Succession Planning: Securing the Future of Your Company - Natalie Melia

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Episode notes

🎙️ Episode Title: Essential Strategies for Business Succession Planning

How can business owners safeguard their assets and ensure a smooth transition for future growth?

In this episode, Victor sits down with Natalie Melia, a rising star in commercial law, to discuss the crucial aspects of business succession planning. Natalie sheds light on the importance of creating a succession plan, including a "will for your business," through comprehensive shareholder agreements and buy-sell deeds.

About Natalie:

Having completed her legal studies in the UK then gone through it all again when she moved to Australia, you could say there is nobody better qualified when it comes to looking after your complex property and commercial matters. With clients from a range of industries including property developers, real estate agents, business owners, landlords and tenants, Natalie understands the risks and challenges faced by different businesses.

Connect with Natalie:

👔Linkedin: https://www.linkedin.com/in/natalie-melia-90090b172/

📧Working profile: https://businessdepot.com.au/team/natalie-melia/

📱Facebook: https://www.facebook.com/natalie.melia.522

Meet Victor Idoko:

Victor is a Chartered Financial Analyst (CFA) with a Master's in Commerce (Finance) and a Bachelor’s in Economics. 📚 He also holds an Advanced Diploma in Financial Planning. His passion is helping others achieve more rewarding lives through financial planning, whether it’s reducing stress, increasing financial security, or freeing up time. 🌟💰

Connect with Victor:

📸 TikTok: https://www.tiktok.com/@victoridokowlthadv

👔 LinkedIn: https://www.linkedin.com/in/victor-idoko-cfa-a5799076/

➡️ Website: https://cfvservices.com.au/

➡️ Facebook: https://www.facebook.com/cfvservices/

➡️ Instagram: https://www.instagram.com/cfvservices/

➡️ LinkedIn: https://www.linkedin.com/company/cfv-services/

➡️ YouTube: https://www.youtube.com/channel/UCKgPfneIj483L-2n-RhnZVw

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