Exit Planning : Vista Financial Strategies LLC | Appleton, WI

Exit Planning

Evaluate Your Business

If you answer “Yes” to any of the below questions, you have come to the right place!
  • Is your wealth locked up in your company?
  • Have you thought about the transition of your business?
  • Are you anxious about how to best protect your family, your business, and your retirement if something unforeseen should happen to you?
  • Are you concerned about your ability to get more money out of your business on a tax advantaged basis to plan for your retirement?
  • Are you curious about the best way to structure a business succession plan for your benefit or for the benefit of your family or your business partner(s)?
  • A consultation comes at no cost, and we can review your current exit plan and create an action plan to where you want to be.

*Neither Eagle Strategies nor any of its Financial Advisors provides tax or legal advice. Clients should consult with their own qualified professional(s) to evaluate their individual circumstances.

Things To Think About When Planning Your Exit Strategy

General Information

  1. What are your expectations of us?
  2. What challenges do you see in the future?
  3. What, exactly, would you like to see accomplished?
  4. What's prompting you to look at Exit Planning right now?
  5. Tell me about ...
    • your relationship with your management team.
    • your employees.
    • your management team.
  6. How will we know if we're successful?
  7. What concerns you most about the Exit Planning Process?
  8. What has your Attorney (CPA, Insurance/Financial Advisor, Banker, Business Broker) told you about transferring ownership of your business?
  9. What do you like best (least) about being in this business?
  10. Who else will be involved in your decision to do an Exit Plan?

Goals and Objectives

  1. What are you going to do after you leave your business?
  2. How much money will you need from your business to keep up your lifestyle after your exit?
  3. Who is your likely successor?
  4. When do you think you'll want to leave your business?
  5. How much planning have you done?
  6. Tell me what's important to you when you think about leaving your business.
  7. What have you been doing to plan for the single, most critically important financial event of your life — the transition out of your business?
  8. Where would you like to be in five years?
  9. In the best possible world, what do you think you could do with your business?
  10. What prompted you to looking into doing an Exit Plan?

Qualifying Questions

  1. Tell me about your business.
  2. How has your business changed in the last few years?
  3. How has the market changed in the last few years?
  4. How have your customers (clients) changed in the last few years?
  5. How has the competition changed in the last few years?
  6. What have you done to protect your family's wealth?
  7. What plans do you have in place if something happens to you?
  8. Exit Planning is a step into the unknown. What concerns you most about making changes?
  9. What's holding you back from beginning an Exit Plan?
  10. How would implementing an Exit Plan affect your ability to compete?

Closing Questions

  1. What do you see as the next action steps?
  2. How would you like me to proceed?
  3. Who, besides yourself, will be involved in the decision-making process to plan the transition out of your business?
  4. If we could develop the "Perfect Exit Plan" for you and the company, what would it look like?
  5. If you don't solve your Exit Planning concerns, what kinds of difficulties would you face in the future?
  6. In order to move to the next step, I'd like to do an Exit Planning Assessment. When can we get together to talk?
  7. How do you think this would work for you?
  8. What do you think we should do next?
  9. How can we work together to reach your goals?
  10. How, exactly, would you like things to be different?

Developing the Exit Road Map

Exit Plan

We want to build a custom Exit Plan built on what your situation dictates. Completing an initial workbook assessment will help us find which sectors need to be improved in order to ensure with your exit plan.

Team of Advisors

There needs to be an experienced Team of Advisors in place. One Exit Planning Advisor to facilitate and additional advisors for recommendations on how to proceed.

Cash Flow

There needs to be a positive cash flow from the business. This will interest an outside third party purchaser as well as a internal purchaser’s future cash flow outlook.

Strong Management Team

Once you leave all the company wisdom does as well; unless you have established a team to stay behind to continue to run the business.


It will take time to develop the exit plan and necessary actions to get you to each step.