• Introduction
  • Foundation
  • Value
  • Protection

Exit Plan Readiness Survey

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1. Instant Readiness Score

Get an instant readiness score, complete with personalized, custom resources.

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2. Confidentiality

For your peace of mind, we do not share your information with anyone.

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3. You Are Not Alone

79% of successful business owners hope to leave their business in the next 10 years.

So what are you waiting for? Click "Next" below to start discovering your road map to a successful business exit.

Survey includes 9 questions and takes about 2 minutes to complete.

Exit Plan Readiness Survey

Step One: Foundation

The foundation of an exit plan is built off these three questions: 1) When (will I leave my business)?, 2) To whom am I leaving it to?, and 3) How much do I need?. These critical first steps chart the course for an exit path.

1. Have you decided on a time line for exiting your business?*

Please complete this required field.

What is your approximate timeframe?

1-2 yrs

3-5 yrs

6-10 yrs

11+ yrs

Until death

2. Do you know to whom you want to transfer/sell your business?*

Please complete this required field.

Please complete this required field.

3. Do you know how much annual cash flow you will need when you exit?*

Please complete this required field.

Exit Plan Readiness Survey

Step Two: Value

Help us understand where you are in the planning process regarding the current value of your business, the marketability of your business, and the potential tax impacts from the sale of your business.

4. Do you know how much your business is worth?*

Please complete this required field.

5. Are you aware of the demand for your business?*

Please complete this required field.

Please complete this required field.

7. Do you know how to sell/transfer to an insider?*

Please complete this required field.

Exit Plan Readiness Survey

Step Three: Protection

Help us understand some of the steps that you have evaluated and/or taken to protect the value and viability of the company from the loss of critical person within the organization.

8. Do you have a plan in case of your death or disability?*

Please complete this required field.

9. Do you know the economic impact of the loss of a key employee?*

Please complete this required field.

How close are you to having a fully completed exit plan?

Pro Tip

Here's What to Do Next

1. Speak with Us About Exit Planning

Click the button below to contact Helm Financial for further information about your exit plan.

2. Get a Personalized Report

Continue on to Helm's second stage survey that takes a deeper look at your individual plans as a business owner.

3. Check Out These Resources

Based on your selections, we've prepared resources to help guide you through the creation of your business exit plan.

Resources

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  • Intro
  • Foundation
  • Value
  • Transfer
  • Protection

Exit Plan Assessment

Completing this quick survey will allow us to create an Exit Plan Assessment Report tailored to your most critical priorities and objectives for you and your business. You can use the information from this report to start developing a customized action plan to address your unique goals, interests, and concerns.

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1. Exit Plan Assessment Report

Receive a custom detailed report created for you based on your exit objectives and priorities.

Confidential Form Submission Icon

2. Confidentiality

For your peace of mind, we do not share your information with anyone.

Business Owners Icon

3. You Are Not Alone

100% of business owners will stop being owners at some point, yet only 83% have a written exit plan.

So what are you waiting for? Click ‘Next’ below to create your customized assessment report for your exit objectives.

Survey includes 17 questions and takes about 4 minutes to complete.

Exit Plan Assessment

Step One: Foundational

Exit plan questions that focus on owner objectives and financial resources.

Strongly Agree Agree Not Sure Disagree Strongly Disagree

1. I know when, how, and to whom I want to leave my business.

2. I know how much money I'll need annually after I leave my company to live a comfortable post-business life.

3. The current value of my company meets or exceeds the value I'll need to retire comfortably.

4. I know the after-tax value I will need from my business to meet my financial objectives.

Do you intend to transfer the company to a family member or employee?*

Please complete this required field.

Exit Plan Assessment

Step Two: Value

Questions relating to maximizing and protecting business value.

Strongly Agree Agree Not Sure Disagree Strongly Disagree

5. My key employees are motivated to grow the long-term value of the company.

6. I have created a written, realistic growth strategy for my company that aligns with my exit plan.

7. I have taken steps to protect my most valuable business assets (e.g., covenants not to compete for key people, restricted access to trade secrets).

8. I seek and implement tax-efficient strategies in my business.

Exit Plan Assessment

Step Three: Transfer

Questions relating to ownership transfer.

Strongly Agree Agree Not Sure Disagree Strongly Disagree

9. I'd prefer to transfer my business to family or key employees, if they have sufficient resources.

9. I've completed pre-sale due diligence and addressed all issues identified.

10. I know how to transfer my business to family, employees, or co-owners for top dollar while paying the minimal amount of taxes.

10. I've completed tax planning to maximize the after-tax sale proceeds I will receive.

11. My insider transfer plan will not upset my family members.

11. I know whether, and for how much, companies in my industry are selling.

12. My successor has the skills and knowledge required to run the business.

12. I've documented the non-financial characteristics that make my company valuable to a buyer.

Exit Plan Assessment

Step Four: Protection

Questions relating to protecting the value and viability of the business as well as your personal estate.

Strongly Agree Agree Not Sure Disagree Strongly Disagree

13. I have a written contingency plan for my business should something happen to me.

14. My key employees will remain with the company if I die or become incapacitated.

15. My family will have financial security if I die or become incapacitated before I transfer my company.

16. My estate plan explicitly addresses my business priorities (e.g., business cash flow, transfer of business ownership, and any related real estate).