Free checklist
Half of all business exits are unplanned. Yours doesn’t have to be.
Most owners don’t plan an exit; they get handed one. Disability, divorce, disagreement, or distress forces the timing, and the same three things follow: rushed decisions, a valuation that falls short of expectations, and family conflict that didn’t have to happen. Thinking about the end of something you spent decades building is uncomfortable. But a few months of discomfort now means having enough time later to decide the price, the timeline, and what happens to the staff who helped you build it.
The Exit Planning Checklist
Eight sections and roughly 35 questions — life after the business, timing, your team, your four options, preparing the business, who takes over, who you tell and when, and your financials. Built from conversations with hundreds of owners who have already sold or handed off.
8 pages, roughly 35 questions
Built from hundreds of owner conversations
Covers all four exit paths, not just a sale
Get the checklist
Tell us where to send it and the checklist is yours.
What’s inside
Eight pages, roughly 35 questions, and no homework. Check what’s already true and whatever stays unchecked becomes your plan.
Where you actually stand
Five questions to answer first, then eight sections covering timing, your team, your options, and your financials. Read down and check what’s already true.
All four exit paths
Outside sale, transfer to family, sale to an employee or management team, or winding down — what each one really costs you, with the questions that only matter for the path you’re leaning toward.
Lessons from owners who left well
Built from conversations with hundreds of owners who have already sold or handed off. Every question traces back to something one of them wished they’d known sooner.