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Exit Planning Strategy

By Lisë Stewart

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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Published: December 1, 2015 Filed under: Resource Library

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Comments

  1. Michael Golden

    December 22, 2015 at 4:14 pm

    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!

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