Templates
Finance
Exit Strategy Template
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Exit Strategy Template

The "Exit Strategy Template" provides a structured plan for assessing, developing, and refining business exit strategies for optimum outcomes.
1
Identify the current value of the business
2
Analyze potential growth and scaling options
3
Approval: Value and Growth Analysis
4
Choose potential exit options
5
Make a plan for each exit option
6
Approval: Treasurer to review exit plans
7
Estimate financial implications of each plan
8
Consider tax implications of each option
9
Approval: Tax Consultant
10
Develop a timeline for each exit strategy
11
Evaluate all the elements of the exit strategy with an advisor
12
Approval: Advisor Evaluation
13
Finalize the preferred exit strategy
14
Develop contingency plans for the chosen exit strategy
15
Approval: Contingency plans
16
Create a comprehensive transition plan
17
Approval: CEO Approval for transition plan
18
Assess results and feedback of the strategy implementation
19
Adjust the strategy if necessary
20
Approval: Final Review by the Board of Directors