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.

Remember, financial planning for business owners is often 2 sided- one for the business and the other for the personal side.

By using this checklist, you can have a meaningful and open conversation with a business owner about their business and personal finances.

The checklist focuses on the business and personal side of a business owner’s life:

Cash Flow

  • Income
  • Debt

Tax Planning

  • Corporate Structure
  • Taxes up-to-date
  • Tax Planning- tax efficiencies

Attracting & Retaining Key Talent

  • Health Benefits
  • Retirement Benefits
  • Executive Plans


  • Short term goals
  • Medium term goals
  • Long term goals
  • Retirement


  • Health
  • Disability
  • Critical Illness
  • Life
  • Liability


  • Exit Strategy
  • Estate Planning
  • Selling your business
  • What to do in case of divorce
  • What to do in case of death

The checklist is unbranded so you can add your own contact information, your website link and your logo to it.

Happy Planning!

Download your free checklist!

* indicates required