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planning checklist

The Sale, Disposition, and Succession Planning Checklist for Business Owners

If you’re like most business owners, planning for the sale, disposition, or succession of your business can feel like an overwhelming process. Step one is just knowing where to start.

Our Business Sale, Disposition, and Succession Planning Checklist can help. This FREE tool is your step-by-step guide to the key issues you need to address as you start planning your exit strategy.

Download it for free now to get a clear snapshot of the actions you need to take in order to protect the value of your business and your own personal financial interests, including: 

  • Identifying an optimal successor to take over the business.
  • Considering ways to improve the business appraisal and valuation process.
  • Developing an optimal buy-sell agreement that is fair to all parties involved.
  • Understanding the impact one’s business has on their tax and estate planning goals.