Free Exit Planning Checklist

The Complete Flight Plan.
From Legacy to Exit.

Many exit checklists start with the business and stop at the sale. This one starts with you. Because until you know what the wealth is supposed to do, every structure built around it is built on an assumption no one has verified.

What's inside

Three parts. One complete arc.
In the order that actually matters.

Most exit checklists are organized around the transaction. This one is organized around the person. The order is intentional. You and your legacy first, because it is the only thing that gives the rest of it meaning.

Part One

The Legacy: The Missing Piece

The step most exit advisors leave for last. We put it first. Because who you are with money determines everything that follows.

  • Fueling your own joy in the next chapter
  • What you want the wealth to actually do
  • Preparing the people who will receive it
  • The real conversations worth having now
  • Building a plan that lasts beyond you

Part Two

The Bridge: From Proceeds to Purpose

The most financially dangerous window of your life. The decisions made here by default rather than design are the ones people regret.

  • Writing the wealth plan before the wire hits
  • Modeling the multi-year tax picture
  • Building around the life you want to live
  • Updating your estate plan for liquidity

Part Three

The Business Exit: Exit Planning Standards

Built on Business Enterprise Institute exit planning standards. The mechanics of a properly planned exit, not just a transacted one.

  • Current market valuation
  • Owner dependency and sellability
  • Buyer type and deal structure
  • After-tax proceeds modeling
  • Estate and key man risk

Go deeper: Liquidity Events & Exit Planning Pre Transaction Planning ESOP Planning

"The landing is not the end of the story. It is the first chapter of your legacy."

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About Intentional

We do not start with the exit.
We start with you.

Intentional is a private wealth advisory firm serving business owners and high net worth families. We built the Wealth Identity Assessment because we kept seeing the same problem: technically sound plans that people could not follow because the plan was never built around who they actually are.

In about 30 minutes, the assessment gives you a clearer picture of how you make financial decisions. That clarity makes everything on this checklist easier to act on.

Learn how Intentional works →
193Data points in the Wealth Identity Assessment
30Minutes to complete
6Dimensions of how you make financial decisions
$0Cost to begin. No pitch. No obligation.