http://www.midmarketplace.com Action Step 1 - Rule #1 is "Owner Motives Matter Most". Identify and understand the most important personal planning objectives of the owner. Thereafter, analyze and estimate the total dollar amounts likely to be required to meet all of these future personal objectives. • Will you have enough to do everything you want to? • When do you see yourself wanting to leave the business? • How much money do you want or need for total personal financial independence? • What is the annual after-tax income you want after leaving the business? • What are your exact retirement goals and what it will take -- in cash -- to reach them? • Do you have a continuity plan for your business if the unexpected happens? • Does your family have financial security if the unexpected happens to you? • When and how to plan to transfer the business? • What do you plan to do next? daily 1 2005-12-16T17:46:45Z http://www.midmarketplace.com/solution-provider-directory/providers/Fundamentum The Fundamentum Group is focused on its commitment to the results attained by its clients. More than advice, we provide swift innovative solutions, based on excellence and creativity. No publisher thealliance Action Step: 1 Identify Needs Expert Type: Management Consultant 2007-11-21T20:36:32Z Solution Provider http://www.midmarketplace.com/resources/links/onesource-us-business-information-at-your-fingertips When your business focus is North America, OneSource should be your first source for comprehensive company and industry information. Covering over 600,000 US and Canadian companies--including in-depth profiles on over 200,000 private companies*--Business Browser US puts reliable information close at hand and easy to use. No publisher thealliance Action Step: 1 Identify Needs 2006-11-15T15:54:19Z Link http://www.midmarketplace.com/cop/value-based-management/key-downloads/assessment-templates-evans.xls A basic model to assess the performance of an organization based on the Malcolm Baldrige Excellence Model. No publisher mattevans Action Step: 1 Identify Needs 2006-02-14T17:19:39Z File http://www.midmarketplace.com/Members/ryurick No publisher ryurick Action Step: 9 Business Transfer Action Step: 2 Evaluate Business Action Step: 1 Identify Needs Expert Type: M&A Intermediary 2007-07-21T17:38:11Z Folder