Succession Planning

Succession Planning

Business valuation formulas

5 popular business valuation formulas in excel format. IRS, PW, etc.

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Sample Plan

2.0 OBJECTIVES 2.1 Continuation of the business including healthy growth and financial stability for owners and employees 2.2 Income and value preservation for current owners and family members in and out of the business. 2.3 Equitable distribution of current and projected business value to the next generation of family who actively take part in the business on a full time basis.

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Succession Plan Outline

2.0 OBJECTIVES 2.1 Continuation of the business including healthy growth and financial stability for owners and employees 2.2 Income and value preservation for current owners and family members in and out of the business. 2.3 Equitable distribution of current and projected business value to the next generation of family who actively take part in the business on a full time basis.

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Succession Planning Timeline

1.2 Once the successor has been identified and the over-all time span has been established, target dates are established for training and for the gradual assumption of the presidential functions by the successor.

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Succession Timeline

Succession Timeline

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Valuation

Business Valuation Formulas

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