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  1. Have you taken any steps to protect your family’s wealth?
  2. Do you have personal and family Insurance in place?
  3. Do you have a plan in place to transfer specific non-business assets?
  4. Do you have a plan for your business if the unexpected happens to you?
  5. Have you identified who can operate the business in your absence?
  6. Have you communicated a written business continuity plan to senior management?
  7. Do you have an ownership skills development plan in place for your desired successor?
  8. Have you been approached by a third party to sell your business?
  9. If you sold your business today, could you get all the money you want?