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opportunity  growth profit RM2 Presentation
As we progress in 2010 – what are your concerns or opportunities? ,[object Object],[object Object],[object Object],[object Object],[object Object]
  What can RM2 offer? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Ways   to :
Why RM2? ,[object Object],[object Object],[object Object],[object Object],the  share plan specialists BenchmarQ gold customer service award ISO 9001  accredited Investor in People
the need………  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
the steps…… objectives clarity commitment focus – the employees
implementation simplicity of design one adviser integrated design and administration
communication mutuality staff access to consultants fun
What can we use? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Succession Planning a typical exit scenario ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
trust company founders cash shares cash shares employees
…… ..the outcome!! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
…… .the tax savings ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
… ..the important steps ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
… considerations tax law company law employment law valuation accounting standards HR considerations trust law and administration
process objectives fact-find design review communicate implement administer adviser meeting, internal review adviser meeting adviser mtg, remuneration ctte, Board co resolutions, IR approval/registration employee presentations, press, intranet draft documentation, terms, pricing monthly systems, helpline, communication
Client Base ,[object Object],[object Object],[object Object],[object Object],[object Object]
RM2 Details Fact Sheets Available Employee Share Schemes – A Guide for Directors - the 2008/09 Edition Website:   www.rm2.co.uk   Email Helpline –   [email_address] Telephone Helpline – 0208 949 5522
Share and share options ,[object Object]
[object Object]
The RM2 Partnership the share scheme specialists BenchmarQ gold customer service award ISO 9001  accredited Investor in People

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About The RM2 Partnership Ltd Presentation 1212010

  • 1. opportunity growth profit RM2 Presentation
  • 2.
  • 3.
  • 4.
  • 5.
  • 6. the steps…… objectives clarity commitment focus – the employees
  • 7. implementation simplicity of design one adviser integrated design and administration
  • 8. communication mutuality staff access to consultants fun
  • 9.
  • 10.
  • 11. trust company founders cash shares cash shares employees
  • 12.
  • 13.
  • 14.
  • 15. … considerations tax law company law employment law valuation accounting standards HR considerations trust law and administration
  • 16. process objectives fact-find design review communicate implement administer adviser meeting, internal review adviser meeting adviser mtg, remuneration ctte, Board co resolutions, IR approval/registration employee presentations, press, intranet draft documentation, terms, pricing monthly systems, helpline, communication
  • 17.
  • 18. RM2 Details Fact Sheets Available Employee Share Schemes – A Guide for Directors - the 2008/09 Edition Website: www.rm2.co.uk Email Helpline – [email_address] Telephone Helpline – 0208 949 5522
  • 19.
  • 20.
  • 21. The RM2 Partnership the share scheme specialists BenchmarQ gold customer service award ISO 9001 accredited Investor in People

Notas do Editor

  1. Founders sell shares to trust Is it tax efficient to sell to trust? s 703 – we will come back to it Trust offers shares to employees tax efficient with SIP, EMI etc tax relief on loans to invest in close companies employees get tax relief on loans used to buy shares in employee controlled companies Corp tax relief appropriation under SIP, exercise of options, Overall a good tax result helps to oil the wheels It is not just about tax – its about personalities, culture and communication
  2. the problem of value – will return to this advantages of this arrangement Not involving a third party – giving business information to potential competitors Minimum of disruption for customers Potentially good publicity importance of having a timetable