MISSION ACCOMPLISHED

Implemented

• Back-up wills and trusts have been drafted and signed.
  
• Gifting plan has been defined and a timetable has been set.
  
• Buy-out portion has been defined (if any) and documented.
  
• Creditor/banker/supplier negotiations are complete (for example, new guarantor and/or new principal on company obligations.
  
• Necessary implementing agreements have been drafted and signed; a partial list includes;
  • Employment agreements
  • Consulting agreements
  • Insurance policies with owners and beneficiaries defined; buy/sell or cross purchase agreement; and
  • Retirement plans.