top of page

Tools for Download

As a Certified Exit Planning Adviser to privately held companies, I’m well aware of how busy my owner clients are. In those long days as a small business owner myself, before I began consulting, there were many sleepless nights over business issues whether they were good problems to have (like growing pains) or not so good (like terminating a long term employee). I sure could have used a good mentor in those days! One thing that would have helped me gain some clarity and focus are the very things I’m offering here for free on this website. The Tools and Resources I have made available for you come from national firms whose varying fields of expertise are essential in forming a strong business transition team. These Tools and Resources will help you get some preliminary thinking and planning done that will save you money in professional fee’s when the time comes to retain your team of advisers. Get your business exit strategy started here.

Copying Down
logo-dunlap_seeger.png

Basic Estate Planning Checklist for Business Owners

JAK + Co. Resources

JAK_new-logo-color.png

Elevating Business Value by Sunbelt

Sunbelt_ElevateInfographic_040721 (2).jp
PNG SUNBELT.png

Business Readiness Checklist

Best and Flanagan_logo_RGB.jpg

Transition Planning Checklist

transition planning checklist 1.jpg

Questions from an Insurance Perspective

Untitled design (1).jpg

Succession Planning Questions

Untitled design (1).png

Accounting Checklist

accounting-checklist.png

Financial Planning Starter Questions

logo-keyestrategies.png
bottom of page