Legacy Tools

Business Continuity Tools

• Merger Candidate Evaluation
  
  04/09/2010
  The following is a list of business issues for you to consider when determining the suitability of a potential merger partner.
• Merger Candidate Interview Guide
  
  04/09/2010
  Use this interview guide when considering a merger.
• Selecting an Adviser
  
  03/15/2010
  Here's a brief interview guide to help you identify an adviser who can facilitate your family’s succession planning process.
• Business Plan Self-Assessment
  
  03/05/2010
  This tool may be used to identify the strengths and weaknesses of a business plan. It should be used annually to review an operation's business plan.