A Business Continuity and Succession Audit is recommended for all businesses. Without a clearly defined continuity plan a company is exposed to risks that could result in its liquidation. The audit covers the desires of the founders for equity protection and deals with the issue of who runs the company if the founder dies.
We clarify the owner’s objectives, review the buy–sell agreements, review 5 years financial history, recast and create 5 year forward projection, compare to national benchmark performance data, perform a SWOT analysis, review staff credentials to support succession, determine a practice valuation that could be the successful basis for an earn-out sale.
- Continuity plan review and qualification
- Personal vision
- Succession plan review and qualification
- Buy Sell agreement review
- SWOT Analysis