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Start here / Buying, handovers & moving on

Running a business / Moving on / Going into business together

I’m considering stepping back or moving on.

You may need temporary cover, a gradual succession, a sale, a partnership change, or a closure. These call for different preparation.

A useful first step

Moving on

Explore the moving-on chapter and identify what kind of change you are considering before choosing the next resource.

Open Moving on

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Begin at the point that matches your situation. There is no required sequence.

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

  • You are weighing a business sale or reviewing an offer

    Explore a value range, deductions, tax reserve, and payment timing with the standalone $7 Exit Planner. Prepare a snapshot for your advisers.

    Exit Value & Proceeds Planner
  • You know who will take over practical responsibilities

    Prepare and review the transition with them.

    Business Handover Planner
  • The change has dated obligations

    Record confirmed deadlines and identify those still needing authoritative confirmation.

    Business Deadlines & Renewals Planner

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