Some advisors may need a refresher as to how a particular succession technique actually works. Sometimes seeing the steps involved triggers the understanding of the concept, whether it’s a totally new concept or something that was learned years ago. But ALL clients need to learn about the succession technique getting proposed, or to have the ability to compare multiple solutions before determining the best fit.

BSC allows for this step-by-step breakdown for each available solution during the case input stage, as well as during the on-screen presentation once the case is complete. Don’t forget that we also show the steps involved for the chosen solution on the PDF report as well.

Based off of who/how the owner wants their business interest passed on (the objectives screen), only the available solutions will show for that arrangement.

This is where you’ll be able to select a particular solution and see How it works:

What it looks like. Click each (step) number at the bottom of the screen to initiate each step of the solution getting analyzed: