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Does it make sense to review and update the documents?
Do you need a comprehensive insurance review to make sure that you have the right kind and amount of insurance? Are you carrying too much or not enough insurance?
Is there an operating agreement or other written plan that describes how business partners are added to the operation? How would their voluntary or involuntary departure be handled?
Is the principal operator facing a major change, such as pending retirement or health concerns?
Has uncertainty developed regarding retirement cash flow, protecting loved ones or future success of the business?
Are there concerns with fair vs. equal treatment of children and heirs, i.e. one child may be involved in the business and helped grow it, while others have moved away?
Do you have a family member who should not inherit assets outright? (for instance, due to medical issues or problems with money management)