Roadmap to Exit In-take Form

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Please complete the full application and you will be contacted to setup a discovery call.

Email *

Name *

Business Name *

Telephone Number *

City: *

If you are an advisor, are you attending the course to plan the exit from your own practice or attending for general knowledge to support your clients?

I'm planning my own exit

I'm attending to better support my clients

Both my own exit and client support

Not applicable

Clear selection

Have you attempted to exit your company previous to now?

Yes

Not applicable

Clear selection

How many owners are in your company?

Please describe your product/service

How many years has your business been established? *

When would you like to exit or transition from your company?

In the next 12 months

12-24 months from now

2-5 years

5+ years

I would sell when I have a buyer that is willing to pay what I am willing to accept.

Clear selection

Do you have an idea of who might buy your company one day?

Family

Employees/Management

I have a partner(s) who would buy me out

Competitor or another company from my industry

No buyer is known to me

I am considering winding down the business and want to know my options for selling

Clear selection

Have you had a valuation done or have an understanding of what your company is worth?

Yes, I've had a valuation done in the last 2 years

I have spoken with a valuator and have a good idea

I have spoken with my accountant but would like a second opinion

I have no idea what my business is worth

I somewhat have an idea of my business worth

Clear selection

What is your most pressing question about Exit Planning? *

Submit

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