Online Exit Planning Course

Create a plan to control your eventual exit with our online planning course.
PURPOSE
What is exit planning?
2 mins
Content Creators: ENNIS Legacy Partners
1. WHAT SHOULD I DO IF I WANT TO EXIT IN LESS THAN 10 YEARS?
What should I do this week if I'm MORE than 10yrs out?
8 mins
Download the exit readiness planning template
62.7 KB
2. CLARIFYING AND ESTABLISHING EXIT GOALS
Establishing financial and values-based goals is foundational for a successful exit plan
30 mins
Clarifying questions for establishing your goals
1.33 MB
Assessment: Clarify Your Goals
A worksheet for establishing your goals
189 KB
3. AN ACCURATE FINANCIAL GAP ANALYSIS IS ESSENTIAL
Learn about estimating the value of your business
25 mins
Find out how much money you will need with a personal financial needs analysis
Assessment: Personal Financial Needs Analysis & Business Sellability Score
Personal needs analysis calculator
sellability score assessment
4. BUSINESS CONTINUITY: PLANNING FOR THE UNEXPECTED
Creating a plan for the unexpected: business continuity
16 mins
Assessment: Your Business Continuity
Business continuity instructions
140 KB
5. WHICH EXIT ROUTE WILL BEST ACCOMPLISH YOUR GOALS?
An introduction to different options for exiting your business
3 mins
1. Sale to co-owners or key employees
11 mins
2. Sale to a third-party buyer
12 mins
3. Transfer of ownership to family member(s)
7 mins
4. Sale to an employee stock ownership plan (ESOP)
9 mins
5. Retain passive ownership as an absentee owner
5 mins
6. Liquidation
7 mins
Next steps
5 mins
Assessment: Your Exit Route
Pre-Sale Due Diligence Checklist
1.09 MB
The Exit Routes Ebook
641 KB
6. EXIT READINESS WHITE PAPERS AND ASSESSMENT
All ELP White Papers
3.05 MB
DISCLAIMER
Disclaimer