Exit Like a Boss: A Comprehensive Guide to Exit Planning

Crafting an exit strategy is more than just selling your business; it’s about planning for the future. No matter where you are in your business journey, this eBook is your guide to building a strong exit plan. Here’s what you’ll find:

Understand Your Why: Dig deep into why you started your business. What challenges did you want to overcome? Reconnect with your mission.

Explore Different Exits: Learn about various ways to leave your business, like selling to investors or passing it on to family. Each path needs careful planning.

Preserve Your Legacy: Your business means more than money. Discover how to ensure a smooth transition that leaves a mark on everyone involved.

Plan for the Transition: Get your business ready for change. Reduce risks, streamline operations, and empower your team.

Get Finances in Order: Figure out your financial situation, both for your business and personal life. Are you ready for what’s next?

Why Choose this eBook?

Expert Advice: Benefit from years of experience distilled into practical tips.

Tried-and-Tested Strategies: Implement proven exit plans that fit your needs.

Secure Your Legacy: Ensure your business leaves a lasting impact on the industry.

Ready to take your exit strategy to the next level? Tune in to the Exit Like a Boss podcast for more expert insights tailored to your journey. Listen now to refine your 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.