Download your Succession Planning Toolkit today!

Having a succession plan will help ensure the transition goes as smoothly as possible.

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.

Complete the form below to get your free template on the next page.*

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