Exit Planning Assessment

If you have thought about leaving your business, but don’t know how to begin, you are in good company.  Before you choose where you want to go, let’s figure out where you are.

To assess your exit preparedness, please indicate your level of agreement with the following statements:

If you intend to transfer your company to a family member or employee, please skip to 13

If you completed 9-12, please skip to 17.

What To Expect From Us:

  • A written Exit Plan based on your goals, objectives, and concerns.  Only after listening carefully to your answers to dozens of questions will we begin to create your unique Exit Plan.
  • A coordinated process that draws on the expertise of other advisors, because we know that your successful exit depends on it.

Example Report:

Exit Planning Assessment Chart