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  • 6.12.2022 Sme BSP Process Flow

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    jul
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    The document outlines a 4 stage process for small and medium enterprise (SME) business succession planning: 1) Collect data and create awareness of the business succession process (BSP). 2) Offer complimentary consultations and proposals. 3) Execute legal agreements between shareholders and propose takaful (Islamic insurance) plans. 4) Follow up on shareholders' family takaful and estate planning needs after the succession.

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    6.12.2022 Sme Bsp Process Flow

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    The document outlines a 4 stage process for small and medium enterprise (SME) business succession planning: 1) Collect data and create awareness of the business succession process (BSP). 2) Offer complimentary consultations and proposals. 3) Execute legal agreements between shareholders and propose takaful (Islamic insurance) plans. 4) Follow up on shareholders' family takaful and estate planning needs after the succession.

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    Download as PPTX, PDF, TXT or read online from Scribd
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    3 views1 page

    6.12.2022 Sme BSP Process Flow

    Uploaded by

    jul
    The document outlines a 4 stage process for small and medium enterprise (SME) business succession planning: 1) Collect data and create awareness of the business succession process (BSP). 2) Offer complimentary consultations and proposals. 3) Execute legal agreements between shareholders and propose takaful (Islamic insurance) plans. 4) Follow up on shareholders' family takaful and estate planning needs after the succession.

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    © All Rights Reserved
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    of 1

    SME BUSINESS SUCCESSION PROCESS FLOW

    STAGE 1 STAGE 2 STAGE 3 STAGE 4

    1. COLLECT DATA BASE 1. COMPLIMENTARY 1. EXECUTE 1. FOLLOW UP


    2. CREATE AWARENESS CONSULTATION SHAREHOLDERS COMPANY’S
    OF BSP AGREEMENT GENERAL TAKAFUL
    2. PROPOSAL ISSUED & REQUIREMENT
    • DIRECT PITCH ACCEPTTED 2. SHAREHOLDERS
    STRATEGY ACCEPT TAKAFUL 2. CHECK ON
    • BSP WEBINAR PROPOSAL SHAREHOLDERS
    FAMILY TAKAFUL &
    3. SHAREHOLDERS WRITE WASIAT/ HIBAH
    WASIAT NEEDS.

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