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Business Succession Stress Test

The business succession decisions you make today will impact how your business, your co-owners and your families will move forward following an event such as death, disability, resignation or retirement. This checklist may help you focus on select business succession matters and the decisions you have already made. Bring it with you to your next meeting or email the completed checklist to your financial representative and other members of your planning team to assure that your questions and concerns are addressed.

Business Succession Stress Test

Contact Information

Structure of the Buy Sell Agreement

Buy Sell Trigger Events

Valuation

Funding

Family Business