Infinity Investment Strategies
← All resources
Checklist

The Business Owner's Personal Balance Sheet Checklist

Ten line items every owner should be able to answer 'yes' to before they consider selling.

Inside

  • Personal balance sheet independent of the business.
  • Funded buy/sell agreement.
  • Key-person and disability protection.
  • Estate documents current and coordinated.
Get it free

Enter your details and we'll email you the download.

Call Book