Business Continuity Instructions

A message from Bill Black

My good friend was in the midst of making plans to double his business. But then he had a heart attack and died while working out. The information on this form gave his wife and me a lot of direction, although the year ahead could have been a lot easier with an Spouse Escape Plan.

This form is designed to serve as a guideline for the continuation or disposition of your business in the event of your death or incapacity. It is critical that you fill in all spaces. Don't worry if your answers aren't perfect - in the event this form is needed (your sudden death or disability), all information will be helpful. To discuss a Spouse Escape Plan, schedule a call with me at www.BBschedule.com

The information in this form will not be shared with anyone. We will format and send the report to the email address you provide below.

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* 1. Please enter Your

Company Name

Your Name

Title

Email Address

Phone Number (Include area code)

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* 2. MANAGEMENT. In the event of my death or incapacity, the following people are to be given responsibility to continue and to supervise these activities

Business Operations

Financial Decisions

Internal Administration

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* 3. Other immediate management concerns

Who else can sign checks?

Do you use personal credit cards for business purposes?

Who should become President?

Other Comments

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* 4. Disposition of Business. Upon my death or total incapacity lasting 180 days or longer, my wishes as of the date of my signature on this document for the disposition of the company (assuming unencumbered by any superceding Buy-Sell Agreement) are that the company should be (rank in order of preference):

Sold to an outside 3rd Party

Sold to Employees

Transferred to Family Member(s)

Continued

Liquidated

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* 5. (If applicable) Please indicate which specific Employee(s) or Family Member(s) you would prefer in above question.

Family Member(s) Name(s), % ownership

Employee(s) Name(s), % ownership

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* 6. ADVISORY TEAM. In the Scenario I have chosen above, please consult the following professional Advisors:

Name/Type of Advisor / Phone

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* 7. PROSPECTIVE BUYERS. If "Sale to Outside Third Party" selected above, or as a backup plan if insider buyers cannot / will not buy, below are names of people/companies that have expressed interest or whom I believe may be interested in acquiring the company.

Name/Company name

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* 8. MAJOR CHALLENGES & POTENTIAL SOLUTIONS. Recommendations for future management

Any "flight risk" key employees?

Will any Lines of Credit be called?

Any Problem Receivables?

Will Family Income continue?

Will the business value drop?

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* 9. By typing my name below I certify that I am the Owner names above and I have completed this form personally and am not under duress at the time of the signing.

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* 10. Date and Time of Signature

Date / Time

Date

Time

AM/PM

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* 1. Please enter Your

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* 2. MANAGEMENT. In the event of my death or incapacity, the following people are to be given responsibility to continue and to supervise these activities

Question Title

* 3. Other immediate management concerns

Question Title

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* 5. (If applicable) Please indicate which specific Employee(s) or Family Member(s) you would prefer in above question.

Question Title

* 6. ADVISORY TEAM. In the Scenario I have chosen above, please consult the following professional Advisors:

Question Title

* 7. PROSPECTIVE BUYERS. If "Sale to Outside Third Party" selected above, or as a backup plan if insider buyers cannot / will not buy, below are names of people/companies that have expressed interest or whom I believe may be interested in acquiring the company.

Question Title

* 8. MAJOR CHALLENGES & POTENTIAL SOLUTIONS. Recommendations for future management

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* 9. By typing my name below I certify that I am the Owner names above and I have completed this form personally and am not under duress at the time of the signing.

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* 10. Date and Time of Signature

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* 11. Thanks for your input. We will print and email the Completed Form within 2 business days. Please let us know if you have any further questions.