What is Exit Planning?

Exit planning is the design and execution of a strategy allowing owners to exit their businesses on their terms and conditions. It is an established process that creates a written roadmap involving several professional advisors, which can be facilitated and led by a Certified Exit Planning Advisor who helps ensure not only the plan creation, but also its timely execution.

What is your exit path?

As an owner, your relationship to your business has a lifecycle. By owning a business, you have set yourself on a path. The path is leading you and your business toward your eventual exit. That’s a fact. There will come a time when your most valuable asset will transition. Whether that transition is successful is up to you.

Regardless of size or type of business, every owner needs to be able to make informed decisions about ownership transition. Ownership transition can be on your terms (voluntary) via family, management and/or third party sale or it can be involuntary via death or disability. Regardless of how or when the transition event occurs, you should be prepared with a comprehensive exit plan.


Your exit plan should integrate your business plan (board room) with your personal financial plan (kitchen table). The first step in successful exit planning consists of building a collaborative team of stakeholders and professional advisors. This team will take the business and personal issues and address them all with a coordinated strategy dealing with profit improvement, value enhancement, exit strategies, tax planning, estate planning, life planning and personal financial strategies.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation. DOFU 6/2016 TN 1523372  Jackim, Richard E., and Peter G. Christman.  The $10 Trillion Opportunity A Guide for Professional Advisors.  N.p.: R Jackim & Publication, 2005.