If Something Happens to You—What Happens to Your Business?

Most business owners plan for every possible scenario—except the one that’s guaranteed:

Their eventual death or disability.

The Sample Personal Contingency Plan is a step-by-step template created by the Exit Planning Institute to help owners prepare for an unexpected absence.

Inside, you’ll find real-world examples, pre-written language, and a structured outline for protecting:

• Your leadership team
  
• Your business’s market value
  
• Your family's financial future
  
• The transition of ownership or sale
  
  

This document isn’t about fear—it’s about clarity, preparation, and peace of mind.

What You’ll Find Inside:

This contingency plan template includes:

• A written leadership transition outline
  
• Management & compensation plans during crisis
  
• Named advisors, buyers, and succession contacts
  
• Owner’s personal goals and values for transition
  
• A sample family letter covering intentions and legacy
  
  

Who It’s For:

This tool is essential for:

• Business owners with no formal succession plan
  
• Family-owned businesses with multiple stakeholders
  
• Key-person-dependent organizations
  
• CEPA advisors guiding owners through risk reduction
  
  

Why It Matters:

Without a personal contingency plan:

• Your business may lose key contracts, financing, or customers
  
• Your leadership team may leave or face internal power struggles
  
• Your family may be left to navigate difficult decisions—alone
  
  

This template helps prevent crisis, protect value, and preserve your intentions—even if you can’t be there.