Ian Gray is a commercial lawyer who specialises in business succession planning, exit strategy advice and business risk management.
Ian was first admitted as a solicitor in 1981 and has conducted numerous seminars on business succession planning across Australia since 1987.
Ian is the proprietor of Ian Gray Solicitor (IGS), a legal firm based in Brisbane that services advisers, accountants and small business clients in every state and territory of Australia.
Complete Succession Solutions
Ian's focus is designing funded exit strategies for business people in the event of death, disability, trauma and retirement (whether insured or uninsured).
His objective is to help business advisers to work methodically, confidently and effectively in the area of business succession planning.
He works as part of a team with clients' accountants and insurance advisers to drive client expectations and delivery of the solution to their needs.
IGS provides fixed fee advice and solutions that satisfy the commercial, legal, tax and compliance needs with respect to business succession planning.
Range of Business Succession Agreements
IGS offers the widest range of business succession agreements available in Australia:
- A Complete Succession Agreement that gives clients and advisers a choice of trust ownership, self-ownership and company ownership of insurance cover for business and personal needs;
- A Simple Succession Agreement that documents both insured and uninsured exit strategies using self-ownership of the buy/sell cover; and
- A Buy/Sell Insurance Agreement that documents insured exit strategies using self-ownership of the buy/sell cover.
Personal and Online Service
IGS offers both:
- full service business succession and proprietors agreements; and
- online agreements
Knowledge and Certainty
IGS has also created a substantial knowledge centre and planning resource on the website completesuccession.com.au.
In 1991 and 2001, IGS obtained product rulings from the Australian Taxation Office with respect to his business insurance trust documentation. On 19 March, 2015, the Federal Government expressly embedded these rulings in the tax legislation itself, so that any past uncertainty in this area of advice could be removed.