Now that you each have your individual choices made, you can collaborate and make the rest of the decisions together and with your advisors.

Note: You may have to go back and alter some decisions. There’s bound to be some give-and-take. Refer to your option/decision tables in your Succession Planning Workbook.

A. Review your work on ownership transfer options under Identify Ownership Transfer Options and refresh your memory on why you marked the options as Keep/Rule out/Decision. If you haven’t made your decision yet, do so now. You may want to circle back with your advisors if you’re unsure how to decide.Note your decision(s) in the table and mark the remaining options as ruled out.

B. Review your work on financing options under Identify Financing Options and refresh your memory on why you marked the options as Keep/Rule out/Decision.If you haven’t made your decision yet, do so now. You may want to circle back with your advisors if you’re unsure how to decide. Note your decision(s) in the table and mark the remaining options as ruled out.

C. Review your work on living arrangements under Consider Living Arrangements and refresh your memory on why you marked the options as Keep/Rule out/Decision.If you haven’t made your decision yet, do so now. You may want to circle back with your advisors if you’re unsure how to decide. Note your decision(s) in the table and mark the remaining options as ruled out.

D. Review your work on business structure options under Identify Business Structure Options and refresh your memory on why you marked the options as Keep/Rule out/Decision.If you haven’t made your decision yet, do so now. You may want to circle back with your advisors if you’re unsure how to decide.Note your decision(s) in the table and mark the remaining options as ruled out.

E. Review your work on insurance options under Insurance Needs and refresh your memory on why you marked the options as Keep/Rule out/Decision.If you haven’t made your decision yet, do so now. You may want to circle back with your advisors if you’re unsure how to decide. Note your decision(s) in the table and mark the remaining options as ruled out.