Let's start with the basics about the business.
These numbers help paint the financial picture. Estimates are fine — we can refine later.
Let's see the REAL earning power of your business. Tax returns minimize income. Buyers want to see what the business actually makes. (Optional — skip if you prefer)
These are expenses that inflate a buyer's view of earnings because they won't exist post-sale.
When do you want to be done? Let's map the timeline.
Rate each statement honestly. There are no wrong answers — this helps identify where to focus.
You indicated a potential successor has been identified. Let's capture some details.
Select everything that keeps you up at night about your exit. Check all that apply.
We've got everything we need. Click below to generate your personalized exit planning dashboard.
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