Your goals may be more personal these days. You’ve never let chance control your business – or your family. But do you have a plan for the future? Balancing business and family isn’t always easy. We can help you work out business and personal goals. Contact a PwC professional in your area, and Let’s talk about succession planning.
How well are you planning for succession?
Use our checklist to find out. Have you:
- Identified your successor, or that you are looking for a purchaser?
- Determined a realistic timeline?
- Weighed potential tax liabilities and planned to minimize costs?
- Integrated your business succession planning with your personal estate planning?
- Drafted documents to execute your plan?
- Communicated your plan to stakeholders from both business and family?
- Developed a contingency plan in case you or a key manager become incapacitated?
How we can help
We can help you improve communication, accountability, as well as strategic planning and setting up a Family Office.
Find out more about our succession planning services.
