A planning prompt for owners considering continuity options. Qualified legal, tax, financial, and transaction professionals should guide specific decisions.
| Done | Action | Owner or notes |
|---|---|---|
| Clarify owner objectives, timing preferences, and non-negotiable values. | ||
| Map current ownership, voting rights, transfer restrictions, and approval requirements. | ||
| Identify potential internal and external continuity paths without assuming an outcome. | ||
| Review leadership depth, client relationship coverage, and delegated authority. | ||
| Organize financial, contract, workforce, insurance, and compliance records. | ||
| Identify business dependencies and document transition risks. | ||
| Discuss confidentiality, employee communication, and client continuity with advisers. | ||
| Review tax, legal, and regulatory questions with qualified professionals. | ||
| Set a process for comparing options and recording decisions. | ||
| Revisit the plan when ownership, leadership, or business conditions change. |
Educational information only, not engineering, legal, tax, or investment advice. Licensed PE judgment and applicable local codes govern project decisions. Calculators and planning frameworks provide estimates only.
Print or copy the relevant list, assign an owner, and record follow-up actions. These checklists help organize work; they do not certify readiness, suitability, safety, or compliance.
