Business Succession Planning Worksheet
Business Succession Planning Worksheet
The following are questions to consider in creating a succession plan for business ownership. Fill out this form and submit it to The Business Planning Group for further evaluation.
Legal Name of Company Doing Business As Primary Business Activity Type of Business Entity
What issues would you like to address in your business succession plan?
o Plan for Retirement (give details)
________________________________________________________________________________________
o Transfer Ownership From / To
o Sell Business To:
Family:
Employees:
Others:
Target Sale Date? ____________________________
o Plan for the survival of the business in the event of the death of
o Other
Company Statistics
How many employees do you have?
What were your annual sales last year?
Value for Estate Tax Purposes
Who is capable of running the business?
Does the business have uninsured obligations?
Who are the owners of the company and their level of involvement?
Owner(s) ________________________ ________________________ ________________________
% Ownership or Shares Age _____________________ ___ _____________________ ___ _____________________ ___
Active(Y/N) __________ __________ __________
Relationship ___________ ___________ ___________
Contact Information
Name & Title: _____________________________________________________________________________
Phone Number: _____________________________________________________________________________
Email:
_____________________________________________________________________________
Mail, Fax or Email this form to: The Business Planning Group, 977 N. Main St Waynesville, NC, Phone (828) 558-2300, Fax (828) 558-2350
Email: Tony Brooks: tbrooks@bpg- or Frank DeArmond: fdearmond@bpg-
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