Forms / Checklists

Glass Door

Identify Transition Objectives

One of the first steps of a succession/transition planning process is to understand your current situation and develop goals for the future. We recommend going through a process of gathering data on your personal situation, analyzing the information and investigating a number of scenarios in order to undertake a diagnostic of your personal position.


From this information you will develop a Statement of Succession Objectives (Glass Door Retreat Summary) and develop a Personal Financial “What-If” Model to review your overall wealth and lifestyle objectives. They are both an integral part of your plan and have been included in this report.


As you think about these questions, please do not limit yourself with how these things will be accomplished. For now, it’s unimportant. Be sure not to judge or fool yourself. If you really want a Ferrari, don’t put down solving world hunger out of guilt. If something will improve your feeling of self-worth, put it down.

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Calculation of Value


Source: ROCG Americas, LLC

In a Calculation Engagement, the valuation analyst and the client agree on the specific valuation approaches and valuation methods the valuation analyst will use and the extent of valuation procedures the valuation analyst will perform to estimate the value of the subject interest. A Calculation Engagement does not include all of the procedures required in a Valuation Engagement as the term is defined in SVSS. Had a Valuation Engagement been performed, the results might have been different.

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Business Exit/Transition Readiness Checklist


Offer Memorandum for Sale – “The Book”


Source: ROCG Americas, LLC

The Offer Memorandum is in essence the brochure about your company and its financial future. It is intended to showcase your company and its earning history & potential return on investment post transaction. Furthermore, it is the early tool used by potential buyers to evaluate their interest in your business and its potential value.  Finally it is important to note that the information in this Offer Memorandum must be subject to a confidentiality agreement executed between your Company and the recipient.  For help completing an Offer Memorandum for your business, please contact one of our offices.

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Spouse or Significant Other Letter


This letter will hopefully never used or read by your spouse or significant other.  If something does happen to you however and you were unable to communicate all the issues concerning the business and its future operations, this form will help guide your love ones through some of the more difficult decisions.

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