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.

  1. 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

  2. Based on future cash flow, do you know how much your business is worth today?
    YesNo
  3. Do you know how to best maximize the income stream generated by your ownership
    interest - both before and after you leave your business?
    YesNo
  4. 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
  5. 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
  6. Do you have a plan for your business if the unexpected happens to you?
    YesNo
  7. Have you taken steps to protect your family's wealth?
    YesNo

Used with permission from BEI


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