Transition Readiness Checklist

Transition Readiness Checklist

Criteria Completed Planned Timing
Is your Company Positioned for Best Value & Attractiveness to Buyers?
Has the Owner left enough time; to identify the right buyer and transition?
Have Non- Business/ Redundant Assets been removed from the business?
Does your Company Value Today meet your Personal Needs for the Future?
Have you set up a defined Family Succession strategy?
Have the company’s Legal Agreements been reviewed?

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