diamox drug contraindications with viagra When dealing with a business owner, things can get pretty complicated. This checklist is focused on helping you make sure you don’t forget to discuss key aspects of a business owners financial planning.
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- Corporate Structure
- Taxes up-to-date
- Tax Planning- tax efficiencies
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- Health Benefits
- Retirement Benefits
- Executive Plans
- Short term goals
- Medium term goals
- Long term goals
- Critical Illness
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- Exit Strategy
- Estate Planning
- Selling your business
- What to do in case of divorce
- What to do in case of death
click here The checklist is unbranded so you can add your own contact information, your website link and your logo to it.
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