Downloads.
Worksheets and checklists that go with the protocol.
- Being written
Exit Readiness check
Fifteen questions on your life, money and pharmacy.
- Being written
The number you need
From the life you want after the sale to the sum the sale needs to give you.
- Being written
Exit timeline
Work back from a target date, quarter by quarter, up to 24 months out.
- Being written
Value tracker
The measures a buyer checks, each quarter, to see whether value is rising.
- Being written
Change of ownership checklist
The NHS application and the premises registration, and when to start each.
- Being written
Offer comparison sheet
Up to three offers side by side, on what you keep, not the headline.
- Being written
Tax on the sale
Capital gains, Business Asset Disposal Relief and the completion date.
- Being written
First year income plan
The first twelve months after completion on one page.
- Being written
Estate and gifting checklist
Your estate, your gifts and your documents after the sale.