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Key Questions To Ask Before Your
SET Plan
These are
the three key questions to answer before charting an initial road map
for your successful Succession & Transition. Notice
the
operative word in each question is “want”.
Consider your answers under two sets of circumstances;
First – As though your departure from your company is completely voluntary on your part.
Secondly – As though your departure is involuntary, untimely
and
unsuspected. Without any input on your
part, how would you like it to
look?
- How much longer do you want to work in your business before retiring or moving on?
- What is the annual after-tax income you want during your retirement (in today’s dollars)?
- Who do you want to transfer your business to?
What do you feel you have done to this point to
plan for your ultimate exit, voluntary or otherwise?
What have you done to make sure that you will be able to exit your
business on your terms?
What have you done to make sure that you will meet your exit timing
goals?
Contact Us to explore your strategic SET (Succession, Exit or Transition) Plan
SRSSI. Client Centered. Process Driven.
Provided By: Mark
Kandarian
Succession-Retirement
Strategies & Solutions, Inc.
(866) 99-SRSSI
www.Succession-Retirement.com • Info@SRSSI.com
(866) 99-SRSSI
www.Succession-Retirement.com • Info@SRSSI.com
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2009