The One Page Exit Plan The step by step guide to create an Exit Succession Plan

The quick and easy One Page Exit Plan(c) is a snapshot or a high level executive summary of a business owners' entire exit & succession plan. This 200 page workbook will help business owners consider the when and how they will exit your business? An exit & succession plan helps Business Owners to answer not just the "How they will exit the business" question but it explores the "Why they would like to exit?" It is designed to maximise the success of this transition from a business value, personal wealth and personal wellness perspective both before and after the exit.1.A One Page Exit Plan(c) is a visual, simple to understand guiding document. 2.Educational for the business owner(s), helping them to understand the process and communicate to key stakeholders. 3.Enjoyable to develop. 4.Dynamic by nature, easy to update and modify. 5.Enables alignment for both advisors & owners and acts as a scoreboard & roadmap. 6.Can provide the driving force and narrative for multiple advisors ensuring they are all on the same page. 7.Can be done initially as a simple exercise but has the ability to be the framework for weeks/months and even years of driving actions. 8.It connects the dots. Decisions about a Business Owner exit are often made in isolation without an understanding of the impact and relationship between business matters, personal financial planning and the owner's personal wellness. 9.Should be done quarterly or every 6 months to help the business owner stay on track and see progress (like losing weight!) It is a summary of a business owners major goals and their current progress toward these goals. It helps to articulate a personal vision, understand business value; and personal exit & succession goals. It is a living, dynamic document.