Business Exit Checklist

Are you actually ready to exit your business?

Exiting a business is rarely a single decision. It is a process that touches valuation, taxes, cash flow, personal goals, and timing, often years before a transaction occurs. This checklist is designed to help business owners identify key preparation areas and uncover blind spots before timelines compress.

Use this guide as a practical starting point to understand what readiness really looks like, what questions to be asking, and where additional planning may be needed long before an exit is on the table.