Step 1: Setting Exit Objectives


Score (0-5)

I have clear exit objectives and have prioritized them


I know how much longer I want to work in the business before retiring or moving on


I know the annual after-tax income I want during retirement (in today's dollars)


I know exactly to whom I want to transfer the business


I have involved both key employees and family members in my exit planning


My business constitutes less than 50% of my total retirement plan


I have the legal, tax, financial planning, valuation knowledge or a team of advisors available to assist with my exit plan


Step 1 Total (Max. 35)