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2020 Exit Planning Checklist

Strategy Driven

Establish Clear Goals and Objectives for Exit and Your Life After Exit. What are your values-based and legacy exit goals? Review your Business Continuity Plan for life transitions and unexpected death or disability. Review Estate Plan to ensure alignment with exit goals. DECIDE WHERE YOU WANT TO GO.

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More than One Way to Organize a Business

Thin Difference

Let’s review a snapshot of some of these organizational and business models. However, each circle has the authority to self-organize internally to best achieve its goals. is the employee stock ownership plan (ESOP). In the current season of the Activate World podcast , we are exploring these different models.