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15 Key Questions to Ask Before You Sell

Business Exit Planning Checklist 

Thinking about selling your business? Get clarity before you go to the negotiating table. Examine risks, surface blind spots, and sharpen priorities to prepare for a successful exit and post-sale life. 

Plan Your Next Move

4 Dimensions of Readiness  

Selling a business is consequential and complex. Many owners never fully consider the impacts. Our checklist evaluates preparedness across four critical areas.
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Financial
Understand whether your financials can withstand buyer scrutiny, what drives your valuation, and how taxes and deal structure may impact your net outcome.
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Operational
Assess how dependent your business is on you, the strength of your leadership team, and whether your operations are truly transferable.
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Market
Identify the right buyers, hone your story and positioning, and evaluate current market conditions.
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Personal
Consider how your day-to-day looks after the sale, implications on family and home life, and what your exit means for employees and clients.
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Consider Your Exit From Every Angle 

Selling your business is a transition that touches your finances, your identity, and your future. Make sure you’re covering all your bases.



Get the Checklist