Owner Planning Checklist Take a minute to fill out this simple checklist to determine whether you’ll be ready to exit your business according to your timetable. After you click “submit” I’ll email you an exit readiness chart along with some ideas for next steps. Have you decided: When you want to leave your business? YesNo What amount of cash or annual cash flow you will need when you exit? YesNo To whom you want to transfer your business? YesNo Based on future cash flow, do you know how much your business is worth today? YesNo Do you know how to best maximize the income stream generated by your ownership interest - both before and after you leave your business? YesNo Do you know how to sell your business to a third party and pay the least possible taxes? Do you know if your business is even marketable? YesNo 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? YesNo Do you have a plan for your business if the unexpected happens to you? YesNo Have you taken steps to protect your family's wealth? YesNo Used with permission from BEI Your Name: Your Email: Δ