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10. Fact Finders (From Complete Succession Questionnaire):


Equity Analysis Worksheets

10.1 - Equity Analysis Worksheet (Partnership, Company and Trust)(Item 6)

10.2 - Equity Analysis Worksheet (Partnership Only)(Item 6)

10.3 - Equity Analysis Worksheet (Company Only)(Item 6)

10.4 - Equity Analysis Worksheet (Property Trust Only)(Item 6)

10.5- Equity Analysis Worksheet (Blank)

Un-Funded Purchase Price Worksheets (For Vendor Finance Arrangements)

10.6 - Un-Funded Purchase Price Worksheet (Item 7)(Retirement Shortfall)

10.7 - Un-Funded Purchase Price Worksheet (Item 7)(TPD Shortfall)

Debt Reduction and Key Person Cover Worksheets

10.8 - Debt Reduction Worksheet (Items 8 and 9)

10.9 - Excess Debt Reduction Cover Worksheet (Item 10)

10.10 - Key Person Worksheet (Items 12 and 13)

Personal Needs Analysis Worksheet

10.11 - Personal Needs Analysis Worksheet (Item 14)


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