Galliard Family Business Advisor Institute

Exit Planning Strategy

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A template for your next scope-of-work proposal

Use this simple template to help develop your exit planning strategy proposal.

The exit planning strategy example template includes a foundation for building a successful exit plan process, in a proposal format. This document will help advisors prepare a scope of work that describes the steps they can take to help their client companies develop a clear strategy for transition. Included is simple language to describe the process as well as investment suggestions for the service.

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  1. Michael Golden

    Always good to have a structure that people can wrap their arms around — and concrete deliverables that speak to THE CLIENT’S needs and goals!

    THANKS!