Components of The Seven Step Exit Planning Process™
The Seven Step Exit Planning Process™ is comprehensive enough to address all of the key elements required to
create a successful Exit Plan, and flexible enough to work with each business owner's planning style. Although some
business owners prefer to develop their Exit Plan as part of one multi-facetted process, others prefer to work
through the Exit Planning process in stages.
For those who want a staged approach, the owner and his or her advisors can prioritize the elements of the Exit
Plan and complete each component sequentially, rather than all at once. In these situations the owner and advisors
identify each Component of the Exit Plan to be addressed and create a schedule for addressing and completing that
Component before moving on to the next.
Components
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