What stops when you step away?
List the decisions, customer relationships, approvals and recurring tasks that depend on you. Identify who could take responsibility and where the instructions or access are missing.
Draft for Mike's review. Not yet approved by Mike.
Owner readiness
Plan the handoff before the exit.
Exit planning starts with how ready your business is to hand off and what stands in the way. You can prepare for a transition before deciding whether or when to leave.
What belongs on an exit readiness checklist?
Gather current financial reports and important agreements. Document how work moves from an inquiry to payment. Review who owns each handoff and which questions need a legal, tax or accounting professional.
Common questions
When should an owner start exit planning?
Start when you want to understand what a handoff would require. You do not need a sale date to document responsibilities, organize records and identify unanswered questions.
Does exit planning mean selling the business?
No. A handoff could involve delegating daily work or preparing for a future leadership transition. The decision about your next step remains yours.
Can a readiness review arrange a sale?
No. The review is advisory work on readiness and obstacles. It does not find buyers, promise a sale or use a fee tied to closing.
Then choose. No required next purchase.
Your next step
Start with what is stuck.
30 minutes, no cost. We reply within one business day to set a time. This request does not reserve a time.
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