Navigate Change - Linkenheimer LLP CPAs & Advisors

Big Changes Are Coming. Are You, Your Business and Your Finances Ready?

Assess your financial readiness for a transaction, restructuring, ownership change, or unexpected disruption.

1/8 - Nature of the Change

What kind of change are you navigating or anticipating? (Select all that apply) *
Acquiring another business or merging with a partnerRestructuring ownership or bringing on investorsLeadership transition or ownership successionRapid growth that's outpacing our financial infrastructureDownturn, contraction, or market disruptionPersonal change — divorce, health event, partner exit, or estate transition

2/8 - Timeline & Urgency

How soon is this change happening? *

3/8 - Financial Readiness

How prepared are your financial statements for this change? *

4/8 - Advisory Team

Who is currently guiding you through this change? (Select all that apply) *
AttorneyInvestment banker or business brokerCPA or tax advisorFinancial planner or wealth advisorI'm figuring most of it out on my ownWe haven't put together an advisory team yet

5/8 - Biggest Risk in This Transition

What concerns you most about navigating this change? (Select all that apply) *
Tax consequences of the transaction or transferValuation — knowing what something is worth and getting a fair outcomeDeal structure or financing complexityKeeping the business running smoothly during the transitionMy own personal financial security through the process

6/8 - Past Experience

Have you navigated a major business transition before? *

7/8 - Investment Mindset

If an experienced advisory team could help you navigate this transition with fewer surprises and better outcomes — how would you approach it? *

8/8 - Contact Information

Name *

Email Address *

Phone Number

Company Name

Entity Type

I'd like Linkenheimer to contact me about my results. I understand a team member may reach out by email or phone to discuss my personalized analysis and how they can help.

Thank you for your answers

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