Exit on Your Terms—with a Step-by-Step Plan

Your business is your most valuable asset. But most owners don’t exit with the value, clarity, or confidence they deserve—because they didn’t plan early enough.

The Detailed Exit Planning Report (DEP) gives you a proven framework to:

• Evaluate the current state of your business
  
• Identify value drivers and risk factors
  
• Align personal and business goals
  
• Create both a personal and business action plan for a successful exit
  
  

This is the exact process used by Certified Exit Planning Advisors (CEPAs) to help owners build value today while preparing for a confident transition tomorrow.

What You’ll Work Through:

1. Executive Summary
Clarity on your company’s baseline value and current trajectory

2. Personal Goals + Business Objectives
What you want, when you want it, and what it’ll take to get there

3. Baseline Business Valuation
An independent, objective assessment of your company’s value today

4. Value Enhancement Opportunities
Where to improve your value and reduce risk before you exit

5. Exit Options, Timing & Tax Implications
Evaluate exit types, tax impacts, and personal wealth needs

6. Personal & Business Action Plans
A dual-path plan that ensures both your life and business are ready

Who This Is For:

This planning template is ideal for:

• Business owners within 2–10 years of exit
  
• Owners who want to maximize value before transition
  
• Owners unsure how to align their personal goals with business decisions
  
• Advisors helping clients prepare their companies for market
  
  

Why It Works:

This DEP format helps you plan proactively—not reactively—so you can:

✅ Increase your company’s attractiveness to buyers
✅ Build transferable value inside the business
✅ Reduce emotional, financial, and operational risk
✅ Exit on your terms and schedule—not someone else’s