Exit Like a Boss: A Comprehensive Guide to Exit Planning

An exit plan isn’t only about selling your business; it’s a roadmap guiding your business’s future. Whether you’re experienced or just starting out, our eBook offers vital tips for developing a strong exit strategy. Here’s what you’ll learn:

Discover Why You Started: Reconnect with the passion that ignited your entrepreneurial spirit. Understand the driving force behind your business and rediscover your mission.

Explore Multifaceted Exits: From private equity sales to IPOs and generational transitions, we’ll guide you through every path to success. Each avenue demands meticulous preparation and strategic thinking.

Ensure 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.

Master Critical Aspects of Exit Planning: Prepare your business for transition with expert guidance. Manage risks, streamline operations, and empower your team for success.

Navigate Financial Preparedness: Ensure you’re financially ready for what lies ahead. Whether retirement or your next venture, we’ll help you navigate both business and personal finances.

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 on the industry.

Ready to enhance your exit strategy? Tune in to the Exit Like a Boss podcast for more expert insights tailored to your journey. Listen now to fine-tune 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.