3 OF 7: MAXIMIZING AND PROTECTING BUSINESS VALUE
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3:1 Do you have a key employee?
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3:2 Is your key employee incentive to increase the value of your company?
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3:3 Is your key employee "handcuffed" through vesting of performance incentives?
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3:4 Do you have an incentivized management team operating the business?
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3:5 Is there a plan in place to transition management responsibility that aligns with the timeline of your business exit?
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3:6 Have you done any Key Employee Insurance planning?
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3:7 Do you have a covenant not to compete in place?
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3:8 Have you separated business assets from business operations?
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3:9 Have you completed an employee compensation review and analysis?
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3:10 Is there a qualified retirement plan in place?
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3:11 Do you have an established and diverse customer base?
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3:12 Do you have a realistic growth strategy that aligns with your overall business and Exit Plan?
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3:13 Do you have efficient financial controls?
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3:14 Do you have a tax efficient business structure in place?
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