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Exclusive frameworks, templates, and assessments drawn directly from the Getting to Exit 9-step framework. These practical tools help you plan and execute your optimal exit.
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Getting to Exit Framework
A synopsis of the 9 Step Getting to Exit Framework.
Part 1 - The Hard Truth
Slices of Life
The Slices of Life tool helps you understand the difference in your and your spouses perception of how much of your mental energy/time is spent on different things.
Critical Moment Assessment
Are you at the moment where you could seal the business and your fait on exiting in a sub-optimal manner?
Step 1 - Your Why
Bucket List Template
Your Bucket List can be documented in a number of ways...what's important is to think about it and document it.
Life Plan
Having a Life Plan can make a big difference in determining what an Optimal Exit looks like for you.
Annual Personal Retreat
Once a year take yourself on a 3 day annual retreat to assess your last year and plan your next year.
Book Recommendation
"Start with Why" by Simon Sineck
Step 2 - Your Needs
Needs Resources & Calculators
This document serves as a companion to Step 2 - Define Your Needs.
Book Recommendation
"Die with Zero" by Bill Perkins
Step 3 - The Way
Ways to Exit
Compare different Exit Ways side by side to explore their attributes.
Optimal Exit Quadrant
A tool to help determine which Exit Ways are most ideal for your Optimal Exit.
Getting to Exit Assessment
How ready are you to Exit your business? This assessment will score you on your current state.
Step 4 - The Gap
Enterprise Value Gap
The Enterprise Value Gap tool helps you understand how hard or how easy it will be to get the Enterprise Value you need for an Optimal Exit.
Book Recommendation
Double-Digit Growth by Michael Treacy
Step 5 - Plan & Execute
Employee Fit Quadrant
A tool to help assess employees and determine who to grow, train, coach, watch, or replace.
Book Recommendation
Traction by Gino Wickman
Book Recommendation
The Machine by Justin Roff-Marsh
Book Recommendation
First Break All the Rules - Gallup
Step 7 - Doing the Deal
Letter of Intent (LOI)
Letter of Intent (LOI) Example
Due Diligence List
Due Diligence Example
Step 9 - After the Exit
Journey to Exit
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