Posted by Bruce Grieshaber on Tuesday, March 20, 2012 ? Leave A Comment?
1. Do you know your exact retirement goals and what it will take in cash to reach them?
2. Do you know how much your business is worth today?
3. Do you know the best way to maximize the income stream generated by your business ownership interest?
4. Do you know how to sell your middle market business to a third party and pay the least possible taxes?
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?
6. Do you have a plan for your business if the unexpected happens to you?
7. Have you taken steps to protect your family?s wealth?
If you answer no to any of these, meet with an exit planning professional NOW!
Categories: Action Plan, Articles, Business Consultant, Business Strategy, Closely Held Business Advisor, Exit Planning, Family-owned Businesses, Goal Setting, Strategic Planning, Succession Planning ? Tags: business advice, Business Consultant, business continuity, Exit Planning, financial planning, succession planning
Source: http://grenell.com/cms/index.php/7-point-exit-planning-checklist/
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