Have you been thinking about retiring? Have you given succession planning much thought? Succession planning is a long process that demands extensive preparation! To get started, check out our FREE succession toolkit.

There’s a significant lack of resources to help you navigate this process, so we’ve developed a free toolkit to get you started.  

The toolkit includes: 

• Getting started: a succession planning checklist
  • How much time do you need? Who will take over the business? These are just some of the basic questions covered in this checklist – a great first step.
• Business valuation checklist  
  • No matter which option you choose, putting a valuation on your business is a critical and complicated step. Use our guide to get started. 
• Purchase and sale agreement checklist 
  • Selling to a third party? Use this checklist to make sure you and the buyer cover all the critical issues involved! 
• Management buyout (MBO) development plan
  • Structuring an MBO can take between 4-6 months, you can use this handout to help you understand the usual steps and timelines.
     

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