Succession Planning

Succession Planning Questions to Ask
  • What are my goals for my business after I retire or die?
  • Does my company have the right people in place to continue running it if something should happen to me?
  • Which key employees are most critical to the business? What can I do to retain them and prepare them to take on more responsibility?
  • Are there family members who are interested in and capable of taking over the business?
  • What is the value of my business, and how can I preserve that for future generations?
  • How can I communicate my succession planning goals to my family, partners, and key personnel?
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