Exit

3 P's · Pillar 9 · Group 6 · Course 2/6

Financials · Estate

Exit

3 P's · Course 2 of 6

Exit strategy: planning for sale, succession, or transition

How it flows

Why plan early → What options exist → How to prepare

What you'll work through

Possibilities — Sale, succession, merger, wind-down — the exit paths available

Preparation — What makes a business exit-ready: clean books, transferable systems, documented value

Process — The timeline and steps from decision to completed transition

Key questions answered

  • What are my realistic exit options?
  • What does my business need to be exit-ready?
  • What does the exit process actually look like from start to finish?

Where this fits

Part of the Financials pillar — focused on estate. This is course 2 of 6 in this group.

Other courses in Estate:

Need more help?

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