Free Worksheet:Succession Planning

As a business owner, your mind is likely focused on business operations and your bottom line. Have you stopped to think about the lasting legacy your business will leave when you step away? 

This worksheet identifies the three components of a successful succession plan and helps you answer tough questions surrounding your goals. This worksheet also evaluates:

  • Where you are in the planning process
  • Who your succession candidates are
  • How your family factors into your plan
  • Where you can maximize your business value
  • How your succession plan relates to your personal financial plan

Download Worksheet