Exit Like a Boss: A Comprehensive Guide to Exit Planning

An exit strategy isn’t just about selling your business; it’s a roadmap that shapes your business’s destiny. Whether you’re a seasoned entrepreneur or just starting, this eBook provides essential insights into creating a robust exit plan. Here’s what you’ll discover:

Understanding the Why: Dive into the core purpose of your entrepreneurial journey. Why did you start this business? What problem were you passionate about solving? Reconnect with your mission.

Multifaceted Approach: Explore diverse exit avenues, from private equity sales to IPOs and generational transitions. Each path demands meticulous preparation and strategic thinking.

Legacy and Continuity: Beyond financial rewards, your business legacy matters. Learn how to ensure continuity, leaving a lasting impact on stakeholders, family, and the industry.

Critical Aspects of Exit Planning: Business Readiness: Prepare your business for transition. Manage risks, streamline operations, and empower your team.

Financial Preparedness: Navigate both business and personal finances. Are you ready for retirement or your next venture?

Why Download this eBook?

Expert Insights: Benefit from years of experience distilled into actionable advice.

Practical Strategies: Implement proven exit strategies tailored to your unique situation.

Legacy Building: Secure your business’s future and leave a lasting mark.

Ready to enhance your exit strategy? Tune in to the Exit Like a Boss podcast for more insights to elevate your approach. Listen now to refine your business plan!

Dr Craig West

Founder & Chairman | Succession Plus

Dr Craig West is a strategic accountant who has over 20 years of experience advising business owners.

With a background as an accountant in practice and two master’s degrees, Craig formed a strong view that the majority of business owners (and often their advisers) were unprepared and unaware of the steps required to prepare for exit. He then designed and documented a unique 21-Step Business Succession and Exit Planning process to assist owners and their advisers in navigating this process.

Craig now acts as a strategic business and financial mentor for mid-market business owners. Craig has written four critically acclaimed books educating business owners on employee incentives, succession planning, asset protection, and exit strategies. Additionally, he has completed doctoral research on Employee Share Ownership Plans (ESOPs) for succession.

Craig is a Member of the Forbes Business Council where he leverages his extensive experience to contribute valuable insights on helping business leaders navigate the complexities of growing and exiting their businesses.

In April 2024, the Exit Planning Institute admitted Craig to the International Exit Planning Circle of Excellence.