JMARCLicensed Chartered Financial Planner
Free Guide · A Pre-Exit Financial Checklist

7 Questions to Settle Before You Exit

Selling or handing over a business you built is one of the largest financial decisions of your life. This guide makes no decision for you and sells nothing — it simply helps you think through what truly matters before you sit down with a buyer, a banker, or any adviser.

Inside the Guide · 指南内含
  1. 1After exiting, how much worry-free income do you and your family truly need?
  2. 2What is your business worth — and how far is the headline price from what you actually keep?
  3. 3If you had to hand over tomorrow, who takes over, and through what structure?
  4. 4After a large liquidity event — where does the money sit, who manages it, by what discipline?
  5. 5If you were suddenly gone, what would happen to the deal and to your family?
  6. 6Tax and cross-border: will today's arrangements become tomorrow's burden?
  7. 7Who watches over the whole picture — instead of selling you a single product?
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JMarc Chong
Licensed Chartered Financial Planner · BNM-LCFP
Independent · No commission bias · Family Office Practice, Kuala Lumpur