I have clear exit objectives and have prioritized them

I know how much longer I want to work in the business before retiring or moving on

I know the annual after-tax income I want during retirement (in today's dollars)

I know exactly to whom I want to transfer the business

I have involved both key employees and family members in my exit planning

My business constitutes less than 50% of my total retirement plan

I have the legal, tax, financial planning, valuation knowledge or a team of advisors available to assist with my exit plan

Step 1 Total (Max. 35)