Smart Exit planning: ready or not?

Name *

First Name

Last Name

Phone

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Have you chosen your exit path and/or successor? *

Yes

No

Have you prioritized your exit objectives? *

Yes

No

Do you know what value you will need from your business to meet your financial objectives? *

Yes

No

If there is a shortfall between the value you will need from your business and its current value, do you have a written plan to achieve the necessary growth in value? *

Yes

No

Do you have a management team capable of running your company in your absence? *

Yes

No

Are key employees incentivized to increase the value of your company? *

Yes

No

Do you have a realistic, documented growth strategy that aligns with your overall business and exit plan? *

Yes

No

Do you have a written plan for your business if the unexpected happens to you? *

Yes

No

Do you currently have a buy-sell agreement in place? *

Yes

No

Do you have business continuity insurance in place? *

Yes

No

Have you done any planning to ensure that your family receives the full value of your company if you don’t survive? *

Yes

No

Does your estate plan clearly reflect the desires about the ownership, control and ultimate disposition of your business interest? *

Yes

No