SuccessionSuite – Free Exit Planning Toolkit

Start planning your business exit the right way — for free.

This free toolkit gives business owners a head start on exit planning. Whether you're just beginning to explore your options or succession is already on your radar, this download walks you through the essential first steps — all in a single, professionally designed document.

What’s Inside:

✅ Exit Readiness Checklist

✅ Owner's Vision Worksheet

✅ Transition Readiness Assessment

✅ AI-Powered Prompt Sheet

✅ Buyer Q&A Prep Guide

✅ Exit Communication Script

Who It’s For:

• Small business owners thinking about exit
• Founders planning ahead
• Advisors or partners helping clients prepare

No catch — just clarity.