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2020 Exit Planning Checklist

Strategy Driven

JANUARY 9, 2020

Review your Business Continuity Plan for life transitions and unexpected death or disability. Co-Owners would include a review of their Buy-Sell Agreement to ensure alignment with the current goals of all owners. Review Estate Plan to ensure alignment with exit goals. Assess your business Value-Drivers and areas of Risk.

Planning 74
Planning ESOP Absenteeism Strategic Planning 74
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More than One Way to Organize a Business

Thin Difference

APRIL 11, 2019

Let’s review a snapshot of some of these organizational and business models. is the employee stock ownership plan (ESOP). An ESOP is a type of retirement plan that invests primarily in company stock and holds its assets in a trust, in accounts earmarked for employees. Leadership and team development challenges still exist.

Organization 62
Organization ESOP Cooper Reis 62
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