Assessment Tools

Do you know what you need to do to prepare for the single largest financial transaction you may experience in your lifetime—the sale or transfer of control of your family or privately held business?

If the answer is "Maybe" or "No," then contact us for an Exit Planning Assessment.

Using our Exit Planning Workbook for Business Owners, you may provide us with information about which exit planning goals you have and have not accomplished, and rate the importance to you of each of those goals.

We may then use that information to generate the Exit Planning Assessment and Exit Planning Preparedness reports—graphic representations of your preparedness. These reports provide you with:

  • A customized Exit Planning assessment from the perspective of all shareholders.
  • Critical insight into what is important to you as the business owner.
  • Gap analysis of planning areas where immediate focus is needed.
  • An assessment of how prepared you are to exit your business.

Click here to request a free, no obligation initial assessment




Exit Planning Preparedness