9. Presenting the Final Exit Plan.

If you asked us to revise the Preliminary Exit Plan, we we reconvene with you after returning to the Analyzing and Testing and Building the Plan Phass of the Exit Planning Process. We review and confirm all aspect of the plan with you along with your advisors. We offer you the added benefits of incorporating into your business planning all the wisdom, judgment and expertise of successful practicing professionals in many distinct disciplines.

Your Preliminary Exit Plan will include an "Action Item Checklist" – a comprehensive "to do" list that we will manage and maintain for you and the Advisor Team that you select. The Action Item Checklist tracks tasks necessary to complete each Component of your Exit Plan, the person responsible for each task, and the date by which the responsible person has committed to complete the task. This Checklist will be an effective tool for measuring your progress through the process and holding your Advisor Team accountable for that progress.

With your understanding and approval, we proceed to the Implementation of each of your plan and legal documents.

 

 

 

 

Search: