💭 “What’s Your End Game?”

Many business owners pour their life into building their company…
But few have a clear plan for what comes next.

Here are questions we often ask clients (and ourselves) when preparing a business for the future — whether it’s for sale, succession, or simply long-term sustainability.

🔄 Succession & Leadership

1. If you’re the owner and CEO — who will take over when you’re not around?
2. Have you started grooming a successor (family or not)?
3. Does your team rely too much on you personally for operations or relationships?

💼 Ownership & Structure

4. Are your shares held personally, or through a holding company or trust?
5. Have you considered how this structure affects taxes, inheritance, or eventual sale?

💸 Financial Readiness

6. Are your books clean and up-to-date?
7. Is there a clear, defendable valuation if someone wants to buy your business?

📜 Legal & Documentation

8. Do you have shareholders’ agreements or exit clauses in place?
9. Are there intellectual property rights, contracts, or licenses that are undocumented or under your personal name?

🧭 Personal Intentions

9. Do you want to pass the business on, sell it, or shut it down eventually?

At ORNA, we help founders and investors prepare for a good exit — one that’s strategic, fair, and well thought out.