Selling Your Business Starts With An Exit Plan

Exit Planning Assessment

We lay out the differences between DIY planning and an expert planning. As owners or advisors create an Exit Plan, they must collect five important pieces of information:

  • The Owner's Target Departure Date
  • Financial Needs Analysis
  • The Owner's Desired Successor
  • Preliminary Valuation of the Company
  • A Future Cash Flow Assessment
Access Your Workbook

Are you a business owner contemplating the future of your company? Unlock the power of strategic decision-making with our comprehensive Exit Planning Assessment tool. In the dynamic landscape of business, understanding when to sell your company is pivotal, and our assessment is designed to provide you with invaluable insights to make informed choices.

Say goodbye to the ambiguity of DIY planning and embrace the expertise of our tool, which guides you through essential considerations such as your Target Departure Date, Financial Needs Analysis, Desired Successor, Preliminary Valuation of the Company, and a Future Cash Flow Assessment.

Take charge of your business destiny and embark on a journey toward a successful exit strategy that aligns seamlessly with your goals. It’s time to transform your exit planning process into a strategic advantage for your business.