Succession planning is a complex balance between the current owner’s financial needs and those of the successor. Without solid financial information, you could make a decision that puts one or both of you in a dire financial position.

It’s recommended that you enlist the help of an accountant to help prepare your financial statements, and then return here to continue your succession planning. If this is the case, we recommend bookmarking this page to make it easy for you to find where you left off, as well as marking your spot on your SwiftPlan worksheet.