Exit Planning 101

Introduction to Exit Planning 101

Exit Planning 101 is a structured 12-session program designed to guide business owners and advisors through the intricate process of planning a successful business exit. Each weekly session provides practical, actionable insights on essential aspects of exit planning, from maximising business valuation to preparing for life after the sale.

Program Overview:

1. Introduction to Exit Planning: Gain a foundational understanding of the exit planning process and the benefits of early preparation.
2. Designing Your Exit Strategy: Create a tailored exit strategy aligning with personal goals and business objectives.
3. Wealth Planning: Secure financial stability post-exit with strategies for wealth management and investment.
4. Personal Exit Preparation: Address the emotional and practical aspects of transitioning out of business ownership.
5. Business Due Diligence: Learn to prepare for buyer scrutiny by conducting thorough internal reviews.
6. De-Risking Your Business: Mitigate risks to enhance business value and buyer confidence.
7. Valuing Your Business: Explore valuation methods and identify ways to increase business worth.
8. Profitable Business Growth: Strengthen profitability and business appeal through operational improvements.
9. Funding For Your Business: Understand financing options to boost business strength pre-sale.
10. Preparing Your People Plan: Ensure continuity with succession planning and team retention strategies.
11. Tax Planning For Business Exit: Optimise exit outcomes by minimising tax liabilities.
12. Putting It All Together: Assemble a cohesive, actionable plan for a smooth transition.

Exit Planning 101 offers essential guidance and tools to help you realise a successful, financially secure, and strategically aligned business exit.

Find out more on ‘Growing Your Numbers’