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    • Home
    • Services
      • Business Owner Services
      • Leader/Executive Services
    • About Us
      • Our Team
      • CEPA
      • What Else We're Up To
    • Resources
      • Office Book Reviews
      • Books for Business Owners
      • Learning Resources
    • Events
    • Our Partners
    • Contact Us
Clarity by Design
  • Home
  • Services
    • Business Owner Services
    • Leader/Executive Services
  • About Us
    • Our Team
    • CEPA
    • What Else We're Up To
  • Resources
    • Office Book Reviews
    • Books for Business Owners
    • Learning Resources
  • Events
  • Our Partners
  • Contact Us

Exit Planning Process

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State of Owner Readiness

Two-thirds do not know all their exit options


  • 78% have no transition team
  • 83% have no written transition plan
  • 49% have no plan at all

Half need the company to remain profitable, yet 86% have not done strategic review or a value growth project


  • 40% have no plan to cover the 5 Ds
  • Become a member to learn about the 5 Ds

Exit Planning Process

Discover

Discover

Discover

This stage will determine the direction we need to take moving forward. We start with a business valuation and assess your Personal, Financial and Business Plans. This will allow us to form a prioritized action plan.

Prepare

Discover

Discover

Creating value and de-risking your business is crucial. We will help you accomplish this with personal and financial planning, along with business improvements. We will then be able to assemble proof and prepare a master plan.

Decide

Discover

Decide

At this point, our hope is that you as the owner are much more educated on the succession process and can feel comfortable making a decision between growing or exiting your business. We will continue to help guide you with whatever path you take.

Services Offered

Download PDF

Exit Planning Resources

The 5 D's

The most crucial contingencies you need to plan for in case of Death, Disability, Divorce, Disagreement, and/or Distress.

The 5 D's - Free Download

14 Exit Planning Suggestions

A foundational document outlining 14 areas of consideration to disaster-proof your business.

14 Exit Planning Suggestions - Free Download

Owner Preparation Checklist

See the bigger picture. Click below for a sneak peak into what it takes to be fully prepared to exit or transition your company.

Owner Preparation List

Know Your Gaps

Three numbers every owner should know and manage to meet their financial goals.

Know Your Gaps - Free Download

The 4 C's

A valuable article on how to determine the value of your business and ignite your profits.

The 4 C's - Free Download

54 Value Factors

A look at your company through the eyes of a buyer.

54 Value Factors - Free Download
  • Contact Us

Business Clarity by Design

702 East Willow Drive, Spencer, Wisconsin 54479, United States

715-659-4255 | general@businessclaritybydesign.com

Copyright © 2023 Business Clarity by Design - All Rights Reserved.

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