Enterprise Services, Inc. Business Transitions and Valuations
Transition Planning Worksheet

As you contemplate transitioning your business, consider the questions below. Your answers will help the ESI team help you determine the option that's right for you.

I own % of the outstanding stock in my firm.
 
Corporate Structure:
C corporation
S corporation
LLC
Partnership
Other:
 
Annual business revenues:
Industry:
Under $1 million
$1 million - $10 million
$10 million - $25 million
$25 million - $100 million
$100 million and above
 
Number of employees:
 
I have considered:   
Passing to a family member(s)  
Selling to a competitor
Selling to a consolidator
Selling through a broker
Selling to key managers or employees (ESOP)
Going public
Liquidating
 
My Priorities include:
Provide adequate financial resources for retirement
Secure my legacy as a business owner
Ensure smooth transition
Identify a suitable successor
Develop a succession/transition plan
Retaining control of my business for years
Start a new business venture
Provide for my family

Contact ESI for your transition planning needs.

Enterprise Services, Inc.
355 Austin Circle
Delafield, WI  53018
Phone: 262-646-6490
Fax 262-646-6499

Questions?  Email: esi@esi-enterprise.com

Enterprise Services, Inc. Business Transitions and Valuations
CONSULT WITH US
(262) 646-6490