Planned and Unplanned Exit Strategies

Learn how to identify the different types of business exits that are available. These are some of the most common types of planned and unplanned exit strategies.

THE UNTIMELY EXIT

  • Calculation of Valuation

  • Buy / Sell Agreement

  • Insurance / Funding Plan

  • Operations Continuation Plan

  • GAAP Basis Financials

  • Tax / Estate Strategy

Knock on the door

  • High-Level Market Readiness Assessment

  • Calculation of Value (Updated Annually)

  • Key Risks / Value Destroyers Identified

  • Financial Planning & Tax Strategies

  • Operations (EOS Implemented)

  • Accounting (GAAP Basis / Reviewed / Audited Financials Annually)

  • Legal (Contract & IP Review)

  • Strategy/Exit Planning (Quarterly Meetings)

  • Pre-Due Diligence Dropbox Setup

Planned Exit

Full Discovery & Market Readiness Assessment 

  • Calculation of Value (Updated Annually)

  • Key Risks / Value Destroyers Identified 

  • Financial Planning (Target Number, Estate & Tax Strategies, Retirement Needs)

  • Operations (EOS Implemented)

  • Accounting (GAAP Basis / Reviewed / Audited Financials Annually)

  • Legal (Contract & IP Review)

  • Strategy/Exit Planning (Quarterly Meetings)

  • Pre-Due Diligence Dropbox Setup

  • Targeted Buyers Identified

  • Competitive Market Analysis

  • Soft Circle of Indications of Interest