Planning for the sale, disposition, or succession of one’s business is a challenging process. This topic is on many business owners’ minds, yet many struggle to take action and start planning.

With our guidance, you will have a better idea of where to start and what questions to ask when addressing your exit strategy. This checklist covers the key issues to consider when a business owner must make a decision regarding the sale, disposition, or succession of your business, such as:

  • Identifying an optimal successor to take over the business.
  • Considering ways to improve the business appraisal and valuation process.
  • Developing an optimal buy-sell agreement that is fair to all parties involved.
  • Understanding the impact one’s business has on their tax and estate planning goals.

Click on the button below to download the checklist, Issues to Consider When Planning the Sale, Disposition or Succession of Your Business.

If you answer “YES” to any of these questions, be sure to consult with your accountant and your financial advisor as individual situations may vary. For more information, contact the PBMares Wealth Management team.

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PBMares Wealth Management