Three critical transitions occur during an exit.

  • The Owner: Personal Readiness is addressed in steps 1-3, focusing on your goals, financial readiness, and mental preparedness
  • The Operation: Business Transferability is covered in step 4-5 through comprehensive business assessment
  • The Ownership: Transition Strategy is developed in steps 4-6, exploring all exit options and optimal transfer methods

Proven 6-Step Exit Planning Process of Xcelerated Equity Advisors®

1

Establish Exit Goals

2

Assess Personal Financial & Mental Readiness

3

Identify Owner Type & Timeline

4

Discover Exit Options

5

Determine Transfer Method + Range of Values

EXIT PLAN REPORT COMPLETE

6

Execute Strategy & Optimize Value