Step 1 - Assessment of the current situation
This step helps you assess your personal, economic, family and socio-economic situation.
Objectives and actions
This step:
- gives you a clear and appropriate understanding of the elements to consider to guarantee a successful transfer
- informs you of the steps and actions inherent in the transfer process
- helps you ensure your project is safe and stable
- gives you the necessary information to make key future decisions as the project progresses
- helps you determine the next steps to take in the project
The Mon bilan d'actifs (Asset Balance Sheet) tool helps you effectively carry out your project. The tool includes a series of statements covering all the activities related to the business transfer process. Your answers will help our advisors define your guidance needs and answer your questions.
- My assets assessment tool - Business transferors (PDF, 52 KB)
- My assets assessment tool - Farm transferors (PDF, 52 KB)
The next step
See Useful links.