Langlois Financial Services, Financial Investments ...
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Client’s Name
E-Mail Address
Business Planning Checklist
Do you have a Successor Manager in place should you suddenly die or become disabled? θ Yes θ No
Do you plan to receive a retirement income from business? θ Yes θ No
Will you sell the company when you retire? θ Yes θ No
Do you plan to stay actively involved in your business when you retire? θ Yes θ No
Do you have a buy/sell agreement in place in the event of death? θ Yes θ No
Do you have a buy/sell agreement in place in the event of disability? θ Yes θ No
Do you have a buy/sell agreement in place in the event of Critical Illness? θ Yes θ No
Do you have any Key People involved in the business? θ Yes θ No
Do you have protection in place for any financial impact resulting from the loss of a key person?
θ Yes θ No
Does your business qualify for the Enhanced Capital Gains Exemption? θ Yes θ No
Do you have a plan to pay for overhead expenses (salaries, rent, phones etc.) in the event of a disability?
θ Yes θ No
Does your business qualify for the Enhanced Capital Gains Exemption? θ Yes θ No
Goals
Which of the following are you interested in?
❑ Maintaining surplus and enhancing the value of your Estate
❑ Accessing excess cash flow within your corporation for Personal Use
❑ Minimizing additional tax at your personal marginal tax rate
❑ Maximizing personal estate values for hers or a favourite charity while supplementing retirement income
❑ Retention strategies for executive
❑ Key-person protection
❑ Buy-sell agreement funding
❑ Funding options for Retirement Compensation Arrangements
❑ Reducing taxes to enhance the after-tax value of investments for future use
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