BUSINESS + FAMILY PLANNING CHECKLIST
BizWealth FP — Educational planning resource

Mark the questions you want to discuss. A checked box means “bring this up,” not “this area is solved.” No score or automatic recommendation.

BEFORE THE CONVERSATION
Write down one decision, why it matters, and who is already helping.

1. PROTECT WHAT I’VE BUILT
[ ] If I had to step away, what would keep working?
[ ] Have we considered how this affects both business and family?
[ ] Do we know who will take the next step and when we will review it?
People to consider: You, your business team, CPA, attorney and insurance professional, with a lead advisor coordinating the review.

2. BUILD WEALTH BEYOND MY BUSINESS
[ ] How much should go back into the business—and how much toward my life?
[ ] Have we considered how this affects both business and family?
[ ] Do we know who will take the next step and when we will review it?
People to consider: You, your CPA, internal finance team and financial advisor.

3. MAKE INFORMED TAX DECISIONS
[ ] Does a tax decision still work for the rest of my plan?
[ ] Have we considered how this affects both business and family?
[ ] Do we know who will take the next step and when we will review it?
People to consider: Your CPA or tax professional, attorney where needed, and financial advisor.

4. KEEP MY KEY PEOPLE
[ ] What will help the people I rely on build a future here?
[ ] Have we considered how this affects both business and family?
[ ] Do we know who will take the next step and when we will review it?
People to consider: You, key leaders, HR or benefits specialists, CPA and attorney, as appropriate.

5. PLAN MY NEXT CHAPTER
[ ] What would I like my role—and my life—to look like next?
[ ] Have we considered how this affects both business and family?
[ ] Do we know who will take the next step and when we will review it?
People to consider: You, your family as appropriate, CPA, attorney, financial advisor and valuation or transaction specialists when needed.

6. TAKE CARE OF MY FAMILY
[ ] Do the people and documents in my plan reflect what matters now?
[ ] Have we considered how this affects both business and family?
[ ] Do we know who will take the next step and when we will review it?
People to consider: You, your family as appropriate, estate attorney, CPA and financial or insurance professionals.

MY FIRST QUESTION:

NEXT STEP / PERSON RESPONSIBLE:

REVIEW DATE:

This checklist is general education, not personalized financial, tax, legal or insurance advice. Discuss your circumstances with qualified professionals.