Jan 23, 2020
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Business Continuity Tools

  • Key Elements of a Term Sheet
    Considering selling the operation to an unrelated third party? A term sheet will help.
  • Merger Candidate Evaluation
    The following is a list of business issues for you to consider when determining the suitability of a potential merger partner.
  • Merger Candidate Interview Guide
    Use this interview guide when considering a merger.
  • Selecting an Adviser
    Here's a brief interview guide to help you identify an adviser who can facilitate your family’s succession planning process.
  • Business Plan Self-Assessment
    This tool may be used to identify the strengths and weaknesses of a business plan. It should be used annually to review an operation's business plan.

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