CORE Business Transition Check List

This quick Assessment will give you an idea of how prepared you are to transition your business and some key elements that need to be taken into consideration.



  1. Have you decided when you want to leave your business? (i.e. March 20, 2025)
  2. Have you decided how much cash or annual cash flow you will need when you exit?
  3. Have you decided to whom you want to transfer your business?
  4. Based on future cash flow, do you know how much your business is worth today?
  5. Do you know how to best maximize the income stream generated by your ownership interest, both before and after you leave your business?
  6. Do you know how to sell your business to a third party and pay the least possible taxes?
  7. Do you know if your business is even marketable?
  8. Do you know how to transfer your business to insiders (family, employees, or co-owners) while paying the least possible taxes and enjoying maximum financial security?
  9. Do you have a plan for your business if you die or become permanently incapacitated?
  10. Have you taken steps to protect your family's wealth?
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