Checklist for Business Owners: Selling and Succession Planning
The key to monetization and succession is often planning ahead. Structuring your business for internal succession, family succession or a third-party sale requires quarters or even years of planning. But what items are most important? Where should you start?
Our checklist includes items across several critical areas:
Succession & Management Issues
Valuation + Appraisal
Tax Issues
…and more.