Perfect Business Succession Planning Fact Finder Galleries - C o n f i d e n t i a l commercial enterprise reality finder purchaser call %.2873 (04.09) personal questionnaire g e n e r a l i n f o r m at i o n business call: deal with: town: kingdom: zip: phone: fax: cell: 1ec5f5ec77c51a968271b2ca9862907d:. Three age and provider necessities: contribution or advantage method: in case you were to start (or enhance) a plan, what quantity may want to you make a contribution annually on a tax-deductible foundation: $ according to year, or as a of compensation. If this plan should encompass life insurance paid with tax-deductible greenbacks, could you pick variable conventional life complete existence familiar lifestyles different manufacturer observe: please entire employee census facts on attached sheet g. Business continuity should the commercial enterprise survive your dying or lengthy-term incapacity? Yes no if yes, what steps have you ever taken to make sure the survival? Does your business have a line of credit? Sure no if yes, what effect could demise or long-term disability have? Is the business actual property owned by using an llc? Yes no if no, would you want statistics on this ownership strategy? Sure no have you ever ever considered passing your enterprise hobby to a key employee? Sure no in case you have been to promote your business nowadays to an outsider, how a great deal would you ask for? $ How did you arrive at that fee? Owner(s) estimate cpa formal appraisal within the event of your demise or disability, what would happen to your enterprise? Promote to companion sell to outsider sell to employee close it active family participants will take over do you have a written purchase-sell agreement? Sure no if sure, does it include life coverage insurance? Yes no as part of our service, our home office experts can paintings with you and your advisors to determine if the agreement will reap your business continuity goals. Might you want to review the numerous techniques of moving business hobby? Yes no illustrate: entity (one policy according to proprietor) cross buy trustee go buy (one coverage in step with proprietor) product kind and call existence coverage coverage quantity for every owner $ di insurance $ h. Government bonus do you have another retirement advantage plans in area in your select key personnel other than a qualified retirement plan? Sure no if sure, are you interested in reviewing this system to make certain it keeps to match your objectives? Sure no whom does the plan cover? Officers yes no control yes no proprietors sure no as proprietor, how a whole lot of your retirement income will the business offer? $ Or could you be inquisitive about learning about a retirement method for you and or your key employees a good way to supplement your modern retirement plans? Sure no web page three of 6. Now not legitimate with out all pages.