Exit Planning Checklist
Are You Really Ready to Sell Your Business?
Download the Free Exit Planning Checklist
Know what steps to take before you list. Protect your wealth, avoid costly mistakes, and exit on your terms.
Selling your business is one of the biggest financial decisions you’ll ever make.
Yet most business owners dive in unprepared—risking value, control, and peace of mind.
That’s why we created the Exit Planning Checklist—a free, easy-to-follow guide that walks you through the essential steps to take before you go to market.
✅ What’s Inside the Checklist?
- Key financial, legal, and operational steps to prepare for a sale
- How to identify and close exit-readiness gaps
- Tips to maximize value and minimize risk
- The most common mistakes owners make—and how to avoid them
- A roadmap to help you transition smoothly and on your terms
Who is this for?
This checklist is designed for:
- Business owners thinking about selling in the next 1–5 years
- Founders who want to increase their company’s value before selling
- Owners nearing retirement and planning their legacy
- Anyone who wants to exit confidently and with fewer regrets
Why Plan Your Exit?
Without a clear plan, you risk:
- Leaving money on the table
- Losing control of the sale process
- Facing unexpected tax consequences
- Damaging relationships with employees or successors
With the right preparation, you can sell at the right time, to the right buyer, at the right price—and walk away with confidence.
👇 Get Your Free Exit Planning Checklist Now
No fluff. No jargon. Just a clear, actionable checklist to help you prepare for one of the biggest milestones of your life.
Brought to you by:
The Kaiser Law Firm, P.C.
Trusted advisors to business owners for over 30 years.
Focused on strategic exits, tax-efficient transactions, and long-term legacy planning.