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?
|
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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