Every unchecked box is a gap in your transfer plan.
Forty-four items across six sections — corporate structure, tax exposure, insurance, succession, legal documents, and advisory coordination. Check what's already in place and current. Whatever you leave unchecked is your map of what to address next.
A structured review of every area that decides whether ownership transfers cleanly.
Check every item that is currently in place, current, and coordinated.
Unchecked items are your planning gaps. Work through each section — they'll open and close as you go. Bring the result to your discovery call to focus the conversation on solutions immediately.
Your checklist is complete.
Gap distribution by section
Longer bars mean more unchecked items in that section. Short bars mean that area is largely in place.
Book a complimentary 30-minute discovery call with Sami.
Bring this completed checklist to the call — the conversation starts with solutions, not intake questions. Direct conversation with Sami. No assistant, no intake form, no sales pitch at the end.