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Back to Exit Planning

Exit Planning Checklist

Comprehensive 50-Point Checklist for Business Exit Success

Bridge Point Business Brokers
(352) 515-0226 | info@bridgepointbb.com | www.bridgepointbb.com
How to Use This Checklist

This comprehensive checklist covers all essential tasks for a successful business exit. Each phase builds upon the previous one, creating a systematic approach to maximize value and ensure smooth transition.

Timeline Recommendations:

  • • Start planning 3-5 years before intended exit
  • • Allow flexibility for market timing
  • • Regular progress reviews every quarter

Progress Tracking:

  • • Check off completed items
  • • Note completion dates
  • • Identify responsible parties
1
Phase 1: Discovery & Assessment (3-4 weeks)
Date: ___________
Date: ___________
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2
Phase 2: Strategy Development (4-6 weeks)
Date: ___________
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3
Phase 3: Value Enhancement (1-3 years)
Date: ___________
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4
Phase 4: Team Preparation (6-12 months)
Date: ___________
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5
Phase 5: Exit Execution (6-18 months)
Date: ___________
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6
Phase 6: Post-Exit Support (Ongoing)
Date: ___________
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Progress Summary
___/8
Phase 1 Complete
___/8
Phase 2 Complete
___/10
Phase 3 Complete
___/8
Phase 4 Complete
___/8
Phase 5 Complete
___/8
Phase 6 Complete
___/50
Total Tasks Completed
Target: Complete all phases within 24-36 months

For personalized exit planning guidance, contact Bridge Point Business Brokers at (352) 515-0226

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