The Free Exit Planning Workbook: Plan, Grow, Exit, and Enjoy is an essential guide for business owners who want to protect their business legacy while planning for future growth and a successful exit. Based on the insights from this blog on protecting your business legacy, this workbook covers the fundamentals of succession planning, exit strategies, and long-term operational resilience. It helps you map out a clear plan that ensures your business continues to thrive, even after you’ve stepped away.
Collaboratively developed by Nicole Kurtz of Aducate Digital and Corwin Davidson, a Certified Exit Planner with Hill Country Wealth Strategies, this workbook offers practical tools and strategies to future-proof your business and ensure a smooth transition.
Workbook Contents
- Essential elements of exit planning and succession strategies
- How to identify value drivers to grow your business
- Tools for continuity, including a business binder template
- Exercises to reflect on your business’s future direction
- Step-by-step guides to market positioning, customer journey mapping, and more
Page Count
This workbook spans 28 pages of detailed exercises, templates, and reflective checkpoints designed to help business owners secure their legacy.
Who is this Workbook Best Suited For?
This workbook is perfect for business owners who plan to exit their business within the next 10 years, particularly those who wish to protect the legacy they’ve built. It’s also ideal for those looking to solidify their succession planning and operational continuity strategies.
How This Workbook Can Help
- Solve the challenge of protecting your business legacy while growing and preparing for an exit.
- Provide a roadmap to build redundancies, streamline operations, and ensure your business’s long-term success.
- Help you identify and address key business vulnerabilities before transitioning to the next phase.
