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Back to Exit Planning

Exit Timeline Template

48-Month Strategic Exit Planning Timeline

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

This timeline template provides a structured approach to planning and executing your business exit over a 48-month period. Each phase builds upon the previous one to maximize value and ensure success.

Customization

Adjust timelines based on your specific situation, market conditions, and business complexity.

Progress Tracking

Check off completed milestones and track your progress through each phase.

Flexibility

Allow for market timing adjustments and unexpected opportunities or challenges.

6-Phase Exit Planning Timeline

Phase 1: Discovery & Assessment
Months 1-3

Month 1

Date: _______
Date: _______
Date: _______
Date: _______

Month 2

Date: _______
Date: _______
Date: _______
Date: _______

Month 3

Date: _______
Date: _______
Date: _______
Date: _______
Phase 2: Strategy Development
Months 4-6

Month 4

Date: _______
Date: _______
Date: _______
Date: _______

Month 5

Date: _______
Date: _______
Date: _______
Date: _______

Month 6

Date: _______
Date: _______
Date: _______
Date: _______
Phase 3: Value Enhancement
Months 7-30

Months 7-12

Date: _______
Date: _______
Date: _______
Date: _______

Months 13-18

Date: _______
Date: _______
Date: _______
Date: _______

Months 19-24

Date: _______
Date: _______
Date: _______
Date: _______

Months 25-30

Date: _______
Date: _______
Date: _______
Date: _______
Phase 4: Team Preparation
Months 31-36

Months 31-32

Date: _______
Date: _______
Date: _______
Date: _______

Months 33-34

Date: _______
Date: _______
Date: _______
Date: _______

Months 35-36

Date: _______
Date: _______
Date: _______
Date: _______
Phase 5: Exit Execution
Months 37-48

Months 37-39

Date: _______
Date: _______
Date: _______
Date: _______

Months 40-42

Date: _______
Date: _______
Date: _______
Date: _______

Months 43-45

Date: _______
Date: _______
Date: _______
Date: _______

Months 46-48

Date: _______
Date: _______
Date: _______
Date: _______
Phase 6: Post-Exit Support
Ongoing

Months 49-54

Date: _______
Date: _______
Date: _______
Date: _______

Ongoing

Date: _______
Date: _______
Date: _______
Date: _______
Critical Deadlines Reminder

Key milestones that cannot be missed for successful exit execution

TimelineCritical TaskImportanceCompleted
Month 6Exit strategy selection
Critical
Month 12Management team strengthening
High
Month 18Customer diversification
High
Month 24Financial system optimization
Medium
Month 30Value enhancement completion
Critical
Month 36Advisory team assembly
Critical
Month 39Marketing launch
Critical
Month 42LOI negotiation
High
Month 48Transaction closing
Critical
Progress Tracking Dashboard
___/12
Phase 1 Tasks
___/12
Phase 2 Tasks
___/16
Phase 3 Tasks
___/12
Phase 4 Tasks
___/16
Phase 5 Tasks
___%
Overall Progress
Target: Complete exit within 48 months
Customization Worksheet

Adapt this timeline to your specific situation

Business Information

$_________________
$_________________
_________________
$_________________

Exit Preferences

_________________
_________________
_________________
_________________

Timeline Adjustments

_________________________________________________
_________________________________________________
_________________________________________________

Advisory Team

_________________
_________________
_________________
_________________
_________________
_________________

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

© 2024 Bridge Point Business Brokers. All rights reserved.