Business Succession Plan Questionnaire

SECURE FORM

Your Full Name *

Your Email Address *

Name of Business *

Estimated Value of the Business *

Business Debt *

Primary Objectives of Plan *

Tax Mitigation/Reduction Strategies

Keeping it within the Family

Business Continuity

Shareholder Concerns (e.g. Maintaining X percent)

Flexibility of Plan

Keeping it out of someones hands

Timing of the Plan (e.g. Making sure X happens by Y)

Other Other

Please provide an overview of what you want to accomplish with a Business Succession plan? *

When do you want to have this plan in force? *

Upload - (Operating Agreement, By-Laws, Etc) 🛈