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Business Exit Planning
The Exit Planning Process
1. Executive Briefing
2. Initial Visit
3. Gathering the Business Assets & Interest
4. Professional Evaluation
5. Exit Planning Strategy Visit
6. Analyzing & Testing
7. Building the Plan
8. Presenting the Preliminary Plan
9. Presenting the Final Exit Plan
10. Implementation
11. Confirmation
The Exit Planning Topics for Design Consideration
Topic 1 - Identify Owner Objectives
Topic 2 - Identify Business and Personal Financial Resources
Topic 3 - Maximizing and Protecting Business Value
Topic 4 - Ownership Transfers to Third Parties
Topic 5 - Ownership Transfers to Insiders
Topic 6 - Business Continuity
Topic 7 - Personal Wealth and Estate Planning
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