Pre Exit Planning: Issues addressed independently by relevant trusted advisors
Do I need to update my will?
Operational Legal Issues: contracts, ligitation, intelectual property, etc.
What’s my portfolio value and performance?
How much do I need to retire?
What’s My Business Worth? Is it salable? To whom? What would I do if I sell it?
What was Company’s financial performance last year?
How much tax do I owe this year?
Do I have enough life insurance?
Are my insurable business risks appropriately addressed?