Business Succession
& Buy–Sell Review

You have built a business with value. How clearly have you planned for that value to reach your family?

Review your buyer, price and funding arrangements. This questionnaire starts a conversation; it does not create a buy–sell agreement.

Choose one answer for each question. * Required

01If you sold your business today, while you are here to negotiate, what price would you want? *

For an ownership stake, answer based on the value of your own share.

02If you passed away unexpectedly, how much of that value could your family realistically receive for your share? *

The full valueOnly part of the valueThere may be no buyerI don’t know

03Who would buy your share—and has that person agreed to the price and terms in writing? *

My business partner, with a written agreementMy business partner, but only a verbal understandingA family member or outside buyerNo buyer has been identified

04Where would the buyer find the money to pay your family without putting pressure on the business? *

05If your family needed the money tomorrow, would your current arrangements give them a clear buyer, a fair price and a payment timeline? *

Yes—all three are documented and fundedSome arrangements exist, but there are gapsNo—I would like a buy–sell planning reviewI’m not sure

Arrange a conversation

Full name *Mobile / WhatsApp number *Business name (optional)

Your answers stay on this page until you choose to open WhatsApp. They are not saved in a database. Review the message and tap Send in WhatsApp to submit it.

Next: choose Mervyn or Vansen to discuss your review.

Business Succession& Buy–Sell Review

Arrange a conversation

Your enquiry, ready to send.

Business Succession
& Buy–Sell Review