ExitReadiness® ACADEMY

Create a plan to control your eventual exit with the ExitReadiness® ACADEMY.

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 16 videos File Icon 10 files Text Icon 2 text files

Contents

PURPOSE
1. What is exit planning?
2 mins
2. Who needs an exit plan?
3 mins
3. Why does this course exist?
3 mins
Content Creators: Pat Ennis & Corby Megorden | ENNIS Legacy Partners
1. WHAT SHOULD I DO IF I WANT TO EXIT IN LESS THAN 10 YEARS?
Download the Exit Readiness Planning Template
62.7 KB
6. What should I do this week if I'm LESS than 10yrs out?
4 mins
2. CLARIFYING AND ESTABLISHING EXIT GOALS
Importance of Clarifying Owner Goals & Objectives
30 mins
Assessment: Clarify Your Goals
10 Questions For Business Owners
337 KB
Clarifying Goals Worksheet
189 KB
3. AN ACCURATE FINANCIAL GAP ANALYSIS IS ESSENTIAL
Business Valuation
25 mins
Personal Needs Analysis
Assessment: Your GAP Analysis & Sellability Score Assessment
Personal Needs Analysis Calculator
Sellability Score Assessment
4. BUSINESS CONTINUITY: PLANNING FOR THE UNEXPECTED
Business Continuity Seminar
16 mins
Assessment: Your Business Continuity
Business Continuity Instructions
150 KB
5. WHICH EXIT ROUTE WILL BEST ACCOMPLISH YOUR GOALS?
Introduction to Exit Routes
3 mins
1. Sale to Co-Owners-Key Employees
11 mins
2. Sale to a Third Party
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
5 mins
6. Liquidation
7 mins
Next Steps
5 mins
Assessment: Your Exit Route
The Exit Ebook.pdf
1.25 MB
6. EXIT READINESS WHITE PAPERS AND ASSESSMENT
All ELP White Papers
3.05 MB
Assessment: Your Exit Readiness
ExitMap Assessment
7. WHAT SHOULD I DO IF I'M MORE THAN 10 YEARS OUT FROM EXITING?
11. What should I do this week if I'm MORE than 10yrs out?
8 mins
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

Business Owner Resources

Take advantage of our education and assessment resources, created for busy business owners looking to invest in their post-exit lifestyle and legacy.