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EXIT PLANNING: Creating A Transferable Business Successful Case StudiesCBEC 61 South Para mus Road Para mus, NJ 07652 201.556.4613 Jack. McLaughlin lfg.com www.equitystrategiesgroup.comwww.youronewayout.com
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To fill out exit planning, follow these steps:
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Begin by researching and understanding exit planning strategies.
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Determine your goals and objectives for exiting your business.
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Assess the current value of your business by conducting a valuation.
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Develop a comprehensive exit plan that includes details on succession, transfer of ownership, and potential buyers.
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Who needs exit planning?

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Exit planning is the process of strategizing and preparing for the eventual sale or transfer of a business.
Business owners or stakeholders who are planning to exit their business are required to file exit planning.
Exit planning can be filled out by providing information about the business, its financials, potential buyers or successors, and the desired exit strategy.
The purpose of exit planning is to ensure a smooth transition for the business and its stakeholders when the time comes to exit.
Information such as business financials, potential buyers or successors, and the desired exit strategy must be reported on exit planning.
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