The First Step to Exiting Your Business on Your Terms

Download the Exit Planning Client Questionnaire—a powerful tool used by top CEPA professionals to uncover critical exit drivers, risks, and opportunities.

Whether you’re 5 years from retiring or just beginning to consider what’s next, this questionnaire helps you:

• Clarify your personal and financial goals
• Organize key business, tax, and estate information
• Identify readiness gaps before engaging buyers or advisors
  
  

Start the transition on your own terms—with intention and clarity.

What You’ll Get

This proven, CEPA-developed tool helps business owners:

• Understand the true drivers of business value
  
• Surface potential succession or sale issues early
  
• Create alignment with family, partners, and advisors
  
• Lay the foundation for a successful, profitable exit
  
  

Who It’s For

Business owners, founders, and entrepreneurs who:

• Are planning to exit within the next 3–10 years
  
• Want to increase the value of their company before they sell
  
• Are committed to exiting with control, purpose, and peace of mind
  
• Need a structured, step-by-step starting point
  
  

Why It Matters

Most exits fail to meet owner expectations—not because of price, but because of lack of planning. This questionnaire helps you flip the odds in your favor by beginning the process early and intentionally.