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Owner Transition Checklist

Our team understands the complexities of family and closely-held businesses as well as the complexities of choosing an appropriate method of transition.

If you would like to discuss the transition of your company and obtain a better understanding of how to transition your business in a way that maximizes your value, please complete this form to help us evaluate the stage of your plan or send us an email at transitions@decosimo.com.

Checklist

Your contact information:
First Name (req) 
Last Name (req) 
Company (req) 
Email (req)
Phone 

Owner checklist:
Have you decided when you want to transition your business? 
Have you decided how much money or annual income you will need when you transition? 
Have you decided to whom you want to transition your business? 
Do you know how much your business is worth today? 
Do you know how to best maximize the value you receive for the income generating power of your business, both before and after your transition? 
Do you know how to sell your business to a third party for maximum value and pay the least possible taxes? 
Do you know how to transfer your business to family, employees, or co-owners while paying the least possible taxes and protecting the value you have built? 
Do you have a plan that protects the value of your business if the unexpected happens? 
Have you taken steps to protect your family`s wealth? 

Answer key:

7 - 9 `Yes` answers: Congratulations, you are likely well underway in your transition plan.
Please contact me to review my transition plan. 

3 - 6 `Yes` answers: You have a good start to your transition plan.
Please contact me to fill in any gaps in my transition plan. 

0 - 2 `Yes` answers: We suggest that you schedule a meeting with experienced transition planning advisors as soon as possible.
Please contact me to discuss the transition of my company. 
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Decosimo is an independently owned and operated member firm of both the Moore Stephens North America (MSNA) association of member firms and the Moore Stephens International Limited (MSIL) network of member firms.  Neither MSNA nor MSIL provide services to clients.  Decosimo is a separate and distinct legal entity, subject to the laws and professional regulations of the jurisdictions in which it operates, and is not authorized to obligate or bind MSNA, MSIL, or any other member firm of MSNA or MSIL.  Decosimo is liable only for its own acts or omissions and not those of any other person or entity including MSNA, MSIL and other member firms of MSNA and MSIL.