Take the REPort Card assessment to find out whether your Succession Plan will be successful!

The REPort Card assessment is based upon our proprietary 10 Laws of Succession Planning.  We call this planning SuccessIN Planning.  Here are the 10 Laws.

The 10 Laws of Succession Planning™

I.    Shareholder Value

II.   Unify Tax, Investment and Protection 

III.  Compliant with IRS

IV.  Current Succession Plan Review

V.   Exit Strategies

VI.  Structure and Savings Generated

VII. Synergistic Design and Development

VIII. Insurance Planning

IX.   Options for Payment Terms

X.    Network of Third Party Advisors

 

 

• It takes just 2 minutes
• It’s complimentary 
• Receive customized results instantly