Exit Plan

  • Standard Issues: The Exit Plan is meant to cover common, recurring issues that we come across in helping clients sell their businesses. This allows us to spend our time on our phone call with you, covering more complex, detailed issues.
  • Options: The Exit Plan offers you an array of choices to prepare your business for sale. It is up to you to decide what you act on based on your ROI and what you can realistically accomplish. Most owners don’t have the bandwidth to tackle all of these guidelines, and we don’t want to overwhelm you, but we do want you to be informed of your options. You don’t have to take these steps in order to sell your business, and many owners choose to put their business on the market without taking these steps.
  • Work In Progress: There are too many factors to take everything into account in your Exit Plan, so consider this a work in progress. Your Exit Plan may change based on our understanding of your business and as we obtain additional information.

How to Use the Exit Plan

  1. Review: Review the Exit Plan to familiarize yourself with the terminology and the process from start to finish.
  2. Prepare Questions: Organize your questions to discuss with us.
  3. Prepare a Checklist: Prioritize by making a checklist of key tasks.
  4. Phone Call: After you’ve reviewed the drafts, we will schedule an in-depth phone call to answer any questions. Have the Exit Plan and any questions ready to discuss on our scheduled phone call.
  5. Download: Download a copy of the Exit Plan after we are finished discussing it. The link will not stay live indefinitely after our discussion as we regularly archive our client files.