Aha! Financial

Business Succession
Questionnaire

The Beginning of the Process

Before diving in to all of the important steps and data to planning your business succession, there are a few very important questions you need to ask yourself and thoughtfully answer. We have provided this questionnaire to assist you in your journey.

You can print this questionnaire, fill it out and use it as a
foundation for planning your business retirement/succession.

Download your copy today and begin your business succession plan on the right foundation.

Download the questionnaire

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Let's Begin

Take time out to build a foundation

It's never too early to begin considering your exit plan from your business. One day, you will want to retire and enjoy the benefits of all that you have worked so hard to create. Business Succession planning is the key to reaching that day without undue stress and worry.

Whether you intend to promote from within, sell, or have a completely different path in mind, taking the time to thoughtfully answer the questions in our Business Succession Questionnaire will help you keep your most important goals in mind.

Fill out the form above and receive your copy today. You can fill it out digitally or print it and write in your responses.

Download Now

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Aha Financial offers fee-based planning, wealth advisory services, and securities through Park Avenue Securities LLC (PAS) and insurance through The Bulfinch Group Insurance Agency, LLC. Fee-based plans may include tax and wealth planning suggestions, but we do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.  Investment Advisor and Registered Representative of PAS and insurance broker of The Guardian Life Insurance Company of America (Guardian), supervised from: 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. PAS is a member of FINRA & SIPC and a wholly-owned subsidiary of Guardian. Aha Financial and The Bulfinch Group are affiliated, but neither firm is an affiliate or subsidiary of PAS or Guardian.

Copyright 2023 AHA! Financial

This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, /SIPC .OSJ: 160 Gould St., Suite 310, Needham, MA 02494, Phone # (781) 449-4402. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. AHA Financial LLC is not an affiliate or subsidiary of PAS or Guardian.

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