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The e-Guide to Succession Planning

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The Guide to Succession Planning examines the best practices of those who leave their firms with increased value while maximizing their personal financial rewards upon exiting. Incorporating the Seven Step Exit Planning Process™ developed by Business Enterprise Institute, Inc., we walk you through each critical stage of succession planning, culminating with the actual transfer of the firm.

To create a successful Succession Plan, owners—with the help of their advisers—should undertake a seven-step succession planning process. From setting objectives and valuation  to ensuring both business continuity and family security, a comprehensive Succession Plan addresses every contingency and prepares for a smooth transfer to family members, employees, co-owners, or third parties.

How is a Succession Plan created?  And what role does the adviser play in creating the Succession Plan? Of course, specific plans vary, but properly crafted, each plan will have several common elements.  In general, business owners best grasp these elements—or steps—when framed as questions. The Guide to Succession Planning reveals a proven process to help you in your quest to develop a well defined succession plan.
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