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
clifton larsen allen logo.png
the founders group logo.png
strazzeri logo.jpg

Sale Readiness Financial & Tax Readiness

Partial Due Dilliegence Checklist

Planning for Successful Families & Business Owners

Untitled design (1).png
Untitled design (1).jpg

Questions from a Legal Perspective

Questions from a Financial Perspective

lincoln financial square logo.png

Questions from an Insurance Perspective

Transition Planning Checklist

transition planning checklist 1.jpg

Succession Planning Questions

Untitled design (1).png
PNG SUNBELT.png

Elevating Business Value by Sunbelt

Sunbelt_ElevateInfographic_040721 (2).jp