FREE DOWNLOAD

Checklist to Effective

Succession Planning

(For Attorneys, CPAs, and Financial Planners)

The Checklist to Effective Succession Planning helped make me a more confident advisor by showing me how to identify gaps in transition plans before they turned into costly legal or operational setbacks.

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Hi, I’m Ahaji Amos — a business attorney, legal strategist, and founder of Ahaji Amos PLLC.

I help consultants, CPAs, and professional service providers protect their clients and elevate their value by guiding them through one of the most overlooked (and risky) transitions: succession planning.

My free resource, the Checklist to Effective Succession Planning, has helped countless advisors spot critical gaps in transition strategies — before they lead to legal issues, financial losses, or broken business continuity.

Without it, you're stuck giving surface-level guidance — missing the structural and legal cracks that can turn a handoff into a meltdown.

With it, you’ll confidently flag weak spots in entity structure, contracts, tax exposure, and leadership planning — and position yourself as a trusted, proactive advisor your clients can count on.

And once you've got the checklist?

You're invited to join me LIVE for a free webinar:

🎓 Protecting Legacies: Legal and Financial Strategies for Effective Succession Planning

We’ll dive deeper into how to safeguard what your clients have built — and map out how they can pass it on, wisely and intentionally.

So… download the checklist. Register for the session.
Let’s level up your strategy and protect your clients’ legacy — together. 👊🏽

Legal Structures for Succession

Learn about business entity selection and its impact on succession, buy-sell agreements including triggers, funding, and enforcement, and the role of family limited partnerships and trusts in succession planning.

We will cover:

Tax and Regulatory Considerations

Learn about federal estate and gift tax strategies, recent IRS guidance updates, and key state-specific compliance tips.

Integrating the Team: Lawyers, CPAs, and Financial Advisors

Learn about coordinated planning models, how to create a collaborative approach by defining roles and responsibilities, and explore a real case study comparing a failed and successful succession transition.

and many more….

Protecting Legacies: Legal & Financial Strategies for Effective Succession Planning

🎓 Hosted by Attorney Ahaji Amos — Free Webinar for Business Owners & Advisors!

Join us for a powerful, no-fluff online session where you’ll learn how to secure the legacy your clients (or YOU) have worked so hard to build.

Whether you're advising others on business transition or preparing for your own exit, this free webinar will give you the legal and financial tools to plan with clarity, avoid costly mistakes, and transition with confidence.

💡 Event Highlights:

  • 💼 How to spot legal red flags that can derail a succession plan

  • 🔐 Essential estate and business planning strategies to preserve generational wealth

  • 🧠 A real-world case study comparing a failed vs. successful transition

  • 🎯 A clear understanding of buy-sell agreements, funding, triggers, and enforcement

  • 🤝 Strategies for coordinated planning across legal and financial teams

📅 Event Details:

Date: Wednesday, April 30, 2025
Time: 11am-12pm
Location: Live Online (link sent after registration)
Cost: Free

✅ What You’ll Learn:

  • The most common legal risks advisors overlook — and how to catch them

  • Business entity decisions and how they shape succession

  • Buy-sell agreements: triggers, funding, enforcement

  • Coordinated planning strategies across legal + financial teams

  • Real-life lessons from a failed vs. successful transition

🎉 Special Perks for Attendees:

  • ✅ A downloadable copy of the Checklist to Effective Succession Planning

  • 🛍️ Automatic entry into our Legacy Leader Gift Box giveaway

  • 🛠️ Priority access to exclusive post-event resources from Ahaji Amos PLLC

🎟️ Save Your Spot Today

This value-packed webinar is designed for business owners, CPAs, financial consultants, and legacy-focused professionals who want to help clients — or themselves — plan smarter, protect more, and transition with peace of mind.

👉 Register now and take the next step in protecting your legacy — or helping your clients protect theirs.