R

RAW Ventures

Operator-led acquisition & investment

Tools Sell Brokers

Succession Planning Scorecard

Check what's already in place. The gaps become your priority list.

Successor identified (family, employee, or buyer)Buy-sell or shareholder agreement in placeEstate plan updated in last 3 yearsKey employees retained with incentivesTax structure reviewed for exitPersonal financial plan covers post-sale lifeBusiness is not dependent on owner relationshipsInsurance (key-person, disability) is current

Score: 0/100 · Early — significant work needed

Name

Email