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.

Phone: 866-334-5451

Fax: 717-334-8680

Gettysburg Office
1400 Proline Place, Suite 100
Gettysburg, PA 17325

Camp Hill Office
214 Senate Avenue, Suite 100
Camp Hill, PA 17011

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Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “Thrivent”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Client Relationship Summary, Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures for a full description of services, fees and expenses, available at www.thriventadvisornetwork.com. Thrivent Advisor Network, LLC’s Advisory Persons may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA’s Broker Check for more information about our Advisory Persons.

Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Advent Partners and Thrivent Advisor Network, LLC are not affiliated companies. DISCLOSURES

Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and Advent Partners are not affiliated companies.

planning checklist

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

Get Updates from Advent Partners