Partnership & Estate Planning Self-Audit

**Partnership & Estate Planning Self-Audit**

Most small business owners do not know what they are missing until a crisis exposes it.

The **Partnership & Estate Planning Self-Audit** is a practical 24-point DIY assessment designed to help small business owners, partners, and family-owned businesses identify gaps in their business governance, financial controls, estate planning, and tax strategy.

This resource is built for entrepreneurs who want to know whether their business is properly protected before a partner exit, death, disability, financial dispute, or family conflict puts everything at risk.

Inside this self-audit, you will assess whether you have the right infrastructure in place, including:

✅ Operating agreements or corporate bylaws

✅ Buy-sell provisions and partner exit planning

✅ Financial controls and revenue distribution procedures

✅ Estate planning documents for business owners

✅ Beneficiary designations and life insurance coordination

✅ Tax and entity strategy considerations

✅ Annual document review and planning checkpoints

This is not a legal document and does not replace advice from a qualified attorney, tax professional, or financial advisor. It is an educational self-assessment tool designed to help you identify where your current planning may be incomplete and what conversations you may need to have next.

**Who this is for:**

Small business owners

Business partners

Family-owned businesses

LLC members

Entrepreneurs with ownership interests

Founders who want to protect what they are building

**What you will get:**

A downloadable PDF self-audit

24 planning questions across 4 key categories

A simple scoring guide

Clear next-step recommendations based on your results

If you are building a business with partners, family members, or other stakeholders, this audit will help you see where you stand before it is too late.

**Build. Free Your Mind. Grow Your Net Worth.**