Sample Exit Planning Map


Exit Planning is an iterative process that starts with understanding your goals and objectives determining the value of business and personal assets that will be available post exit, to support those goals. This sample Exit Plan can give you an idea of what an initial recommendations document looks like. 

It is this Exit Map that is vetted by you and your advisors to assure that we are taking advantage of the most current and viable planning tactics to accomplish your post exit goals and objectives.

Often it will take multiple iterations including various strategies, in order to zero in the plan that addresses your unique situation and meets your goals and objectives. 

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