Advanced Integrated Exit Planning & Coordination

These are typically integrated within the exit planning process.
Separate but synchronized so that the plans do no interfere with each other.
Work done in isolation is more expensive, causes more rework, and often causes pain later.

1. Contingency Planning

   • Emergency preparedness (e.g., death, disability, divorce)

   • Key person risk mitigation

2. Leadership Succession Planning

   • Identification and development of next-gen leadership

   • Transition of responsibilities before ownership transfer

3. Ownership Succession Planning

   • Structuring the sale/gift of equity

   • Internal vs external transfer pathways

4. Financial Planning (Owner Personal)

   • Post-exit income planning

   • Asset diversification and withdrawal strategies

   • Tax planning for wealth transfer

5. Business Continuity Planning

   • Keeping the business running during unplanned exits

   • Operational and client continuity

6. Estate & Legacy Planning

   • Coordinating trusts, wills, gifting strategies

   • Generational wealth transfer

7. Business Valuation & Value Gap Analysis

   • Estimating current value

   • Identifying shortfalls in desired vs actual business worth

8. Value Growth Planning

   • Creating a roadmap to increase intrinsic business value

   • Operational, financial, and strategic improvements

9. Deal Structure & Tax Strategy Planning

   • Entity restructuring pre-sale

   • Tax minimization through deal structure (stock vs asset sale, etc.)

10. Strategic Design & Business Planning

    • Often framed as "Strategic Planning" or “Management By Objectives”

Complementary Planning Areas That Should be Integrated or Coordinated.

These are often marketed as separate services but integrate closely with exit planning:

Work done in isolation is more expensive, causes more rework, and often causes pain later.

1. Tactical Growth to Exit Planning

   • Often framed as "Growth-to-Exit" or “Acquisition Readiness”

2. M&A Readiness / Sell-Side Preparation

   • Preparing for due diligence, buyer interviews, CIMs, LOIs

3. Governance Planning

   • Shareholder agreements, buy-sell provisions, board continuity

4. Management Incentive Plan Design

   • Phantom stock, stock options, profit interests, etc.

5. Equity Planning & Capital Restructuring

   • Reallocating ownership, recapitalization, investor realignment

6. Exit Option Evaluation

   • Third-party sale, family transition, ESOP, MBO, recap, etc.

7. Transaction Readiness & Representation

   • Preparing for and managing the deal process itself

   • Can include quality of earnings (QoE), due diligence readiness

8. Post-Sale Life Design & Purpose Planning

   • Personal visioning, coaching, and purpose beyond the business

9. Team Alignment & Communication Planning

   • Ensuring internal and external stakeholders are clear on the process

10. Philanthropic & Impact Planning

    • Charitable strategies (DAFs, CRTs, etc.) tied to exit liquidity