Online Exit Planning Course

Create a plan to control your eventual exit with our online planning course.

What You Get...

  1. Our downloadable template for creating your plan.
  2. Full access to our video course which guides you through completing the template.
  3. Educational resources that provide practical insights you can use today in creating your plan.

What's included?

Video Icon 13 videos File Icon 10 files Text Icon 2 text files

Contents

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
144 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
931 KB
6. EXIT READINESS WHITE PAPERS AND ASSESSMENT
All ELP White Papers
3.05 MB
DISCLAIMER
Disclaimer

Content provided by the Certified Exit Planners and Business Consultants from ENNIS Legacy Partners

"Pat & Corby were incredibly helpful in the successful sale of our business. They also helped us prepare for all of items we just didn't know that we needed to do to prepare for our future and a successful retirement plan.  This was an incredible experience.  The personal commitment that we received from Pat & Corby were way beyond what we expected.  Anyone considering selling their business should start preparing years in advance to increase the value of their company with ENNIS Legacy Partners."

"Great people to work with, very knowledgeable, helpful team of people recommended to meet various needs."

"Helped us reach our goals. Targeted our improvement needs quickly and efficiently."
Professional Bios

THERE IS MUCH AT STAKE

Increase your knowledge, assess your readiness and begin creating your plan today.