Business Priorities
Align key contributors to my business vision, mission, and strategy
Align legal titling of assets and beneficiary designations with my intentions
Clearly anticipate post-sale tax status changes
Consistently grow transferable business value
Evaluate key contributors’ impact on predictable cash flows and profits
Intentionally design the legacy my business leaves for my family and community
Protect business continuity from outside disrupters
Quantify resources needed for tax-efficient lifetime income
Share written plans and signed documents with family and advisors
Systematically move owner equity to my personal balance sheet
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