Plan Now.. for a Better Exit Later

Resources

Plan Now.. for a Better Exit Later

By , September 30, 2025

Iraj-AU Resources Graphics-17 (1)This eBook, “Plan Now… for a Better Exit Later”, is your roadmap to navigating the complexities of transitioning out of your business smoothly and successfully. Inside, you’ll discover the five essential steps to guide you through this important journey with confidence and clarity.

Step 1: Learn how to pinpoint crucial factors such as your desired exit timeline, your business’s current value, your retirement financial needs, and the ideal path to achieve your goals.

Step 2: Delve into assessing your income needs post-exit, your non-business assets, and the overall health of your business to ensure a smooth transition.

Step 3: Craft a detailed roadmap for your exit, exploring various scenarios and establishing both primary and secondary plans to adapt to any situation.

Step 4: Put your plans into action with expert guidance. Learn how to assemble and coordinate an advisor team to navigate legal, financial, and logistical complexities.

Step 5: Ensure the ongoing success of your exit strategy by establishing accountability measures and regularly monitoring your progress.

The time to act is now. Don’t let uncertainty cloud your business’s future. Download our eBook today and empower yourself with the knowledge and tools to exit your business successfully. Your legacy awaits.

Mark Dorman

Mark Dorman

President & Managing Director of Succession Plus US
CFBS, CEPA, AIF, ChFC
Mark Dorman is recognized as an industry leader for his work with small and mid-sized businesses. A Certified Exit Planner and Certified Family Business Specialist, he has counseled more than 100 privately held businesses.
In a career spanning 35+ years, Mark has purchased, founded, and exited businesses of his own. He published numerous e-books on exit planning and hosts the popular Finish Big podcast.
Mark was president of Legacy Business Advisors before establishing Succession Plus US.
What if? What happens if businesses in your community fail to transition… and how can you help them?

Complete the form below to download the eBook.