Find out if you are a well-planned business owner by reviewing this checklist for each critical phase of your business.

  • Business capital phase, where the business is building and growing.
  • Personal capital phase, when it’s time to plan for capital assets outside the business capital phase.
  • Legacy capital phase, where managing and transferring wealth are your primary concerns.

What is the definition of a “well-planned” business owner? One who understands the importance of organizing and streamlining his or her business, personal, and legacy planning goals into a cohesive strategy designed to meet those goals in an optimal manner. Thinking in these terms and planning for each phase can go a long way in helping a business owner successfully prepare for the transitions ahead.

Please see important disclosures at the end of the article.

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