Exit Strategy Business Owner Talk From A Financial Perspective

1. Pre-exit planning action items you can’t afford to skip
   i.      Define your wants and needs – and your ‘number’ (transition goals, quantifying monetary needs)
   ii.      Diversification and preparing for unknowns
   iii.      Build your team
   iv.      Reasons to start now (QSBS, agreement review, time to improve KPIs, what’s next, etc)
2. Introduction to liquidity options and key deal terms
3. Post-sale financial, tax, and investment planning