Skip to main content

 Thank you for your interest in CFIB.

A CFIB representative may be in touch with you soon.

Your Succession Toolkit Downloads:

1. Business Valuation
Measuring a company’s value — “valuation” — is a complex and critical process in succession transactions. A business valuation is an important piece of data that underpins the overall succession plan and strategy.
 Download Business Valuation


2. Purchase Sales Agreement
The purchase and sale agreement is the formal document that captures all contractual arrangements between the buyer and the seller.
 Download Purchase Sales Agreement


3. Business Succession
This list is designed to help you get started on your succession planning journey by thinking about who might take over your business and how much time you need to prepare for your exit.
 Download Business Succession


4. Management Buyout
The Management Buyout (MBO) is an increasingly popular exit strategy for small business owners.
 Download Management Buyout


Additional Resources

We have a resource page dedicated to Small Business Succession including articles, webinars and more.

Visit the Succession Resource Page