As you can see, planning for your future and the future of your business involves making many choices. This checklist can help you assess your needs and determine the best plans you can lay for the future.

If you would like more information on any of the areas we’ve discussed in this guide, just complete the form below. We can help you create a plan that will best suit both your needs and the needs of your business.

1) When was your last annual meeting?

2) Do you have a buy/sell agreement?

3) What is your succession plan?

4) Have you updated your operating agreement?

5) Does your estate plan control your business if you can not due to disability or death?

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