ALLINGTONWEALTH CONSULTING

Succession planning / Working checklist

Succession and sale-readiness checklist

Use this worksheet to turn an intention to step back into questions your firm can act on. Work through it with the people who would take responsibility in your absence. Mark a question when discussed, including where the answer is uncertain. Completion is not a readiness score or a valuation.

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01Define the transition you want
02Find the dependencies on the owner
03Make the business understandable
04Agree the next stage

Your next conversation

Choose three priorities and assign an owner, evidence needed and a review date to each. Business preparation does not establish sale value or replace legal, tax, regulatory, transaction or personal estate-planning advice. Allington can help clarify business options, reduce owner dependence and structure the work required for a transition.

Take the next step

Bring your questions
into focus.

If the checklist surfaces a priority, a focused review can help you work through it.

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