Exit Planning Activities

An exit plan is a comprehensive roadmap to successfully exit a business.  This requires developing a transition strategy and a comprehensive plan made up of a variety of different activities.  We have develop a list and explanation of some of these activities and have group them for your convenience by the following categories:

  1. Accounting Activities
  2. Legal Activities
  3. Estate Planning Activities
  4. Investment Planning Activities
  5. Insurance Planning Activities
  6. Sales Transaction Activities

There may be many other exit planning activities, but this information provides a good introduction to what a good exit plan would include.