How Divorce Attorneys Can Leverage a Financial Advisor | Free Webinar

Business Succession & Exit Planning Checklist

This checklist will give you a realistic look at how well you’re prepared to leave your business and fund your retirement.

Getting ready

Define your personal goals, identify key advisors, have a buy-sell agreement in place, get a business valuation done by a certified professional and more.

Retirement strategy

Your retirement plan should include a method for structuring the succession, defined roles for successors, a calculation of how the business will fund your retirement needs and more.

Tax planning

Talk with your CPA about the tax consequences of selling your business, how to minimize your tax liability when selling and more. 

Succession planning

Have a written succession plan with a timeline, successors and key management personnel, a training program for successors and more.

If you have a family business, there are special considerations.



How To Transfer A Family-Owned Business To The Next Generation

A how-to guide for owners of family businesses.
two women working at a family-owned business

Request A Consultation