Business + Family Planning Checklist

Before the conversation

Write down one decision on your mind, why it matters and who is already helping. Bring your questions to the appropriate professionals. Do not enter private financial details on this page.

Protect what I’ve built

If I had to step away, what would keep working?Have we considered how this affects both the business and the 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.

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 the business and the 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.

Make informed tax decisions

Does a tax decision still work for the rest of my plan?Have we considered how this affects both the business and the 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.

Keep my key people

What will help the people I rely on build a future here?Have we considered how this affects both the business and the 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.

Plan my next chapter

What would I like my role—and my life—to look like next?Have we considered how this affects both the business and the 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.

Take care of my family

Do the people and documents in my plan reflect what matters now?Have we considered how this affects both the business and the 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.

Leave with a next step.

For each question: name the person responsible, the information needed and a review date. Confirm the scope with each professional.

My first question: __________________________________________________

Next step / person responsible: ________________________________________

Review date: ______________________________________________________

Use this checklist to prepare a conversation, not as a personal financial plan.

Business + FamilyPlanning Checklist.