Step 2 - Vision for the future

Creating a vision gives you a purpose, and a willingness to learn and clarify your needs. Your business transfer project will become clearer in your mind.

Objectives and actions

This step allows you to:

  • start thinking about how to transfer your business to ensure that your wishes are respected
  • determine your needs and incentives to stay motivated
  • clarify your expectations to avoid disappointments and misunderstandings while mitigating conflicts
  • define your personal objectives and take action to achieve them
  • define your business goals to be able to share them with buyers

The My needs and my goals tool will help you effectively carry out your project. The tool is a short planning guide that includes a series of statements covering various themes. Your answers will help our advisors better determine your needs and acquire an overall understanding of your expectations.

The next step
See Useful links.

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