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You are here: Home / 10 Business Transition Planning Checkpoints

PathWise®
Business Transition Planning

10 Checkpoints

    1. Players
    2. Value of business
    3. Structure of the deal
    4. Financing
    5. Real estate
    6. Employee transition
    7. Timeline
    8. Seller transition
    9. Legal documents
    10. Accounting/tax implications

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Fax:(952) 475-0816

282 East Wayzata Boulevard
P.O. Box 679
Wayzata, MN 55391

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Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Financial Planning and Investment Advisory Services offered through B&E Investment Advisers, Inc., a State Registered Investment Adviser. Business & Estate Advisers, Inc. and B&E Investment Advisers, Inc. are separate entities from Valmark Securities, Inc.

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