Pre Exit Planning: Issues addressed independently by relevant trusted advisors
Do I need to update my will?
Operational Legal Issues: contracts,
litigation, intellectual property, etc.
What was Companyâ€™s financial
performance last year?
How much tax do I owe this year?
Whatâ€™s my portfolio value
How much do I need to retire?
Do I have enough life insurance?
Are my insurable business risks