Owner transition preparation checklist

1. Describe what you want your life to look like after a transition.
2. List the decisions and customer relationships that depend on you.
3. Identify gaps in your financial records with your accountant.
4. Document key processes and management responsibilities.
5. Review lease, supplier, and customer agreements with your advisers.
6. Choose a safe email address for a confidential conversation.
7. Discuss options before committing to a price or a timeline.

Choose one item to work on this week. You do not need to complete everything before starting a conversation.

You can print or save this page using your browser. Educational guidance; consult your professional advisers for your circumstances.