• Skip to main content
  • Skip to after header navigation
  • Skip to site footer
Galliard Family Business Advisor Institute

Galliard Family Business Advisor Institute

  • About Us
  • Core Training: FBAC
  • Find an Advisor
  • Become a Member
  • Resource Library
  • Training Calendar
  • Member Login
  • Member Account
  • Log Out

  • About Us
  • Core Training: FBAC
  • Find an Advisor
  • Become a Member
  • Resource Library
  • Training Calendar
  • Member Login
  • Member Account
  • Log Out

Exit Strategy Planning Worksheet

By The Galliard Team

A thinking & planning exercise

Use this worksheet to guide your clients in considering several crucial questions.

Effective exit strategy planning will involve discussions regarding a number of different aspects of your client’s life – both professional and personal. A good plan will take into consideration not only the type of lifestyle they want to maintain well into a new phase of life, but also the lifestyle they wish to enjoy during their transition time. In addition, an effective plan will consider the needs of their immediate family and the needs of the business.

For instance:

  • Have you developed a timeline for moving out of an active role in the Company? If so, what does this look like?
  • Have you identified someone to replace you in the Company? If so, are you confidant that he/she has the knowledge, skills and training to adequately step into your position?
  • When you consider transitioning away from the Company, what does this transition look like? Is it gradual or swift?

The main purpose of this exercise is to provide a stimulus for your client’s own thinking and planning.

The following content is accessible for members only, please sign in:
Loading…

Share this:

  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Twitter (Opens in new window)

Related

Published: May 12, 2016 Filed under: Resource Library, Succession Planning
Browse by topic: professional advisors

Book Feature: Fragile Power

group of people in conference room

Introducing Peer Groups

The Connected Generation with Nike Anani

Enterprising Families Podcast with Tsitsi Mutendi

Strengthen Your Brand, Build Your Business

Introducing our new partners

Explore more topic areas in the Resource Library.

Browse by topic: succession planning

Pre-Succession Planning Exercises

Succession for Yourself

Unsticking Succession Planning

Succession Planning Worksheet

Grief in the planning process

Unsticking Succession Planning

What if things didn’t change?

Explore more topic areas in the Resource Library.

Browse by topic: workforce management

Finding the Right People

Happiness in the Workplace

People problems rarely “work themselves out”

Honor the Contributions of Next-Generation Leaders

Ali and the Disappearing Generation

Leadership Transition: the Good, the Bad & the Ugly

Dealing With Emotional Issues in Choosing a Successor

Explore more topic areas in the Resource Library.

Search

Contact

Email

info@galliardinstitute.org

  • Twitter
  • Facebook
  • Instagram
  • LinkedIn

Navigation

  • About Us
  • Core Training: FBAC
  • Find an Advisor
  • Become a Member
  • Resource Library
  • Training Calendar
  • Member Login
  • Member Account
  • Log Out

Newsletter

Copyright © 2023 · Galliard Family Business Advisor Institute · All Rights Reserved · Privacy Policy · Terms of Use

Return to top