Worksheet · 7 steps
Business succession checklist
Checklist for preparing a business succession early.
01Goals and timing
What should be preserved? When would you like to hand over operational responsibility? Record personal and business goals separately.
02Dependencies
Which customer relationships, decisions and knowledge depend on you alone? Who could gradually take over?
03Responsibility
Are tasks, decision rights and deputies documented? Define a first handover task.
04Options
Which internal, family or external routes would you like to explore? What requirements are still missing?
05People involved
Whom do you need to speak to, and when? Plan confidential discussions and coordinated communication.
06Specialist questions
Which financial, legal and tax questions remain open? Identify suitable specialists to address them.
07Next step
Define a specific action, an owner and a date to review progress.