1. Exit Path or Successor

I have clearly identified my exit path and future successor for my business.

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2. Business Value

Financial Roadmap

I have developed the value of my business based on adjusted EBITDA and have benchmarked value according to industry standards.

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3. Business Exit Plan

My advisors and I have developed a comprehensive written exit plan with actionable steps and an execution timeline.

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4. Value Drivers

Our top three Value Drivers, which generate most of our bottom line-profits, have been identified and developed to maximize enterprise value.

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5. Executive Compensation Program

We have implemented a formal incentive program tied to company and employee performance, with formulas, benchmarking, and periodic reviews.

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6. Employee Performance

We have designed and implemented an executive compensation program to retain and incentivize key employees based on their value to the company.

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7. Asset Protection

We have implemented a comprehensive asset protection plan, including safeguarding intellectual property and other assets.

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8. Tax Minimization*

My advisors and I have developed a tax reduction strategy to help minimize the erosion of my net worth due to income taxes, capital gain taxes and estate/gift taxes for my business and personal assets.

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9. Income Needs

I have properly assessed my personal after-tax income requirements and know the minimum acceptable sales price that I require to maintain my desired lifestyle.

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10. Communication Plan

We have developed a formal communication strategy to engage stakeholders, reduce disruption, and prevent information leaks during the transition process.

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11. Exit Planning Team

I have built an experienced team of professionals to advise me and my management team throughout the exit process, with specific expertise in selling a business like mine.

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12. Company Culture

We have cultivated a high-performing company culture; employee morale is high, employees are motivated and in good spirits for a future company transition.

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13. Exit Obstacles

I have periodic meetings with my advisors where we have identified all potential exit obstacles and implemented strategies to proactively address these challenges.

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14. Corporate Governance

We have worked diligently over the years and have maintained highly accurate and up-to-date books and records, including corporate documents and Standard Operating Procedures (SOPs).

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15. Intangible Capital

I know the value of the intangible capital and intellectual property assets of my company and have a strategy to increase and monetize its value, which includes our brand and customer loyalty.

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16. Risk Management

My advisors and I have identified and mitigated pre-exit risks, such as corporate and employee liabilities and have the correct insurance coverage prior to my exit.

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17. Due Diligence

We are fully prepared for prospective buyer due diligence, utilizing a formal checklist that addresses financial, operational, and legal aspects of the business.

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18. Financial Controls and KPIs

We have established robust financial controls and key performance indicators to monitor and sustain business performance.

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19. Corporate Finance

I have built an effective corporate finance team that has reviewed my business capital needs and structure and have the necessary financing for growth.

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20. Financial Roadmap

I have a personal financial roadmap that integrates with my business exit strategy to ensure alignment of personal and business goals.

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