Business Entity Formation Have you considered all advantages and disadvantages of each type of business entity and how each could apply to your business? Yes Will Consider Need More Information Could an LLC or LP be of benefit to your business or other assets for asset protection, valuation discounts for estate tax purposes, to centralize management or another benefit? Yes Will Consider Need More Information Incentives to Key Employees Do you have appropriate long term performance incentives in place for your key employees? Yes Will Consider Need More Information Buy-Sell Agreements If your business has more than one owner, do you have a buy-sell agreement in place? Yes Will Consider Need More Information If so, has it been updated to reflect current valuation or other needs? Yes Will Consider Need More Information Is it funded with the right amount of life insurance and should the insurance be owned by an irrevocable life insurance trust? Yes Will Consider Need More Information Business Exit Planning Do you know your Business Exit Objectives including: a. Departure Date? Yes Will Consider Need More Information b. To Whom will you leave/sell the business? Yes Will Consider Need More Information c. Do you know How to Transfer your business to Family or Employees or to sell to a 3P while maximizing cash & minimizing taxes & risk ? Yes Will Consider Need More Information d. Do you know how much your business is Worth and whether you wish to obtain Full Value for the business? Yes Will Consider Need More Information e. Do you know how to Preserve, Protect and Promote the Value of your business until you transfer your interest? Yes Will Consider Need More Information Estate Planning Have you considered the benefits of a charitable remainder trust, an Employee Stock Ownership Plan, a Grantor Retained Annuity Trust or a Family Limited Partnership in achieving your business exit objectives ? Yes Will Consider Need More Information Are you making maximum use of an irrevocable life insurance trust? Yes Will Consider Need More Information My greatest business planning concern/need is: Name * Title Organization Street Address City State Zip Phone * Email *