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WORKSHEETS

NAVIX Exit Strategy Checklist –
Passer (Family Succession)

businessman filling out worksheet
NAVIX Exit Strategy Checklist – Passer (Family Succession)

Transitioning a business to the next generation introduces complex emotional and financial challenges, especially when balancing fairness to children who do not work in the company. This checklist addresses seven critical conditions, including successor readiness and the impact of transfer taxes. It is a vital resource for ensuring your business exit supports family harmony rather than causing permanent strife.