ACTION! Checklists
Free Online Checklists. Try these out. See how they work.
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Hard copies are printed in triplicate and include scoring information. Online
versions score automatically.
Each ACTION! Checklist offers a unique theme as described below:
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Owner/Manager (US/English) [order a hardcopy online or by mail]
Focuses on legal and financial steps that a family business owner/manager should
take for estate planning and to prepare for management and ownership succession.
Geared to U.S. law.
Owner/Manager (Global/English) [order a hardcopy online or by mail]
Generalizes succession issues to apply to any country and to focus on the global
marketplace. Translation rights are available.
Spouse of the Owner/Manager (Global/English) [order a hardcopy online or by mail]
Assesses your knowledge of business affairs and financial risk, and addresses your
desires about family involvement in the business.
Successor Candidate (Global/English) [order a hardcopy online or by mail]
Identifies the steps that a successor candidate should take to prepare personally and
professionally for future leadership of the family business.
The cost of each checklist is $10.00.
Shipping & handling charges:
(USA) $3.95 for one item; add $1.00 for each additional item.
(Foreign) $17.50 for one item; add $1.00 for each additional item.
Order your checklists online or by mail today!
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