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WORKSHEETS

NAVIX Business Owner Legacy Checklist

businessman filling out worksheet
NAVIX Business Owner Legacy Checklist

For many leaders, a successful exit is defined by the condition in which they leave their company and to whom they leave it to. This checklist helps you move beyond the balance sheet to assess critical legacy elements, such as maintaining company culture, ensuring employees are positioned for success, and honoring your core values. Use this tool to identify potential regrets early enough to address them, ensuring you leave your business in truly good hands.