1.     When would you like to be done working in your business?

2.     How much monthly income will you need to enjoy your retirement?

3.     Without worrying about whether they can afford to, or want to buy your business, who would you like to buy your business?

4.     As you think about leaving your business, what keeps you up at night?

5.     What is your business worth? How do you know?

6.     What are you currently doing to enhance the value of your business?

7.     What drives the value of your business and what are you doing to increase the value of your business?

8.     What would happen to your business if you were suddenly not around?

9.     What would happen to your family if you were suddenly unable to work?

10. Who is the primary sales driver in your business?

11. Who handles the day to day operations?

12. Are there key employees in the business you would not want to lose?

13. What are you doing to motivate and reward these employees to grow your business?

14. What are you doing to retain these employees?

15. If you have a partner, do you have a buy-sell agreement?

16. When did you last review the buy-sell agreement to ensure that it still meets your needs?

17. Have you done any estate planning?

18. Is your estate plan up-to-date?

19. Do you have an exit strategy advisory team?

20. When was the last time you met with your exit planning advisory team?

21. Have you spoken with your advisors about areas you would like help with or advice on?