Exit Planning Form

Exit Planning Form

Wilber & Longenbaugh, PLLC Certified Public Accountants📧 contact@mwwcpa.com | frontoffice@mwwcpa.com📞 Office: (928) 532-3226 | Cell/Text: (602) 693-3312 | Fax: (928) 532-3229 🏢 320 E Deuce of Clubs, Show Low AZ 85901
Name*

First NameLast Name
Email*
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Business Overview
Business Name*
Legal Structure*
Industry / NAICS Code*
Year Established
Number of Employees*
Current Ownership Break Down*
Products / Services Offered*
Key customers / Market segments
Annual Revenue (last 3 years):

fill in the blanks
Year 1 : Annual Revenue for year 1
Year 2 : Annual Revenue for year 2
Year 3 : Annual Revenue for year 3
Net Income / EBITDA (last 3 years):

fill in the blanks
Year 1 : Net Income for year 1
Year 2 : Net Income for year 2
Year 3 : Net Income for year 3
Current Business Assets: (Real estate, equipment, inventory, intellectual property, goodwill)*
Current Liabilities: (Debt, obligations, contingent liabilities)*
Existing Business Valuation: (if any)
Are there any off-balance sheet items or pending legal/tax issues? (Yes/No, details if Yes)
Exit Goals & Timing
Primary Goal for Exit:*
Preferred Exit Timeline: ( Eg : Within 12 Months )*
Potential Exit Strategies of Interest:
Tax, Legal, & Transaction Considerations
YesNo
YesNo
YesNo
Details :
YesNo
YesNo
Personal Objectives & Lifestyle Considerations
Fully RetireAdvisory RolePart-Time ManagementOther
RetirementInvestment DiversificationPhilanthropy / GivingOther
Other personal or family considerations we should account for:
Additional Comments
What concerns or challenges do you foresee in the exit process?
Are there specific areas where you need CPA guidance? (Valuation, tax, succession planning, transaction structuring)
Any additional information you feel is important for your exit strategy?
Should be Empty:

Exit Planning Form

Business Overview

Annual Revenue (last 3 years):

Net Income / EBITDA (last 3 years):

Exit Goals & Timing

Tax, Legal, & Transaction Considerations

Personal Objectives & Lifestyle Considerations

Additional Comments