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
Do you currently work with a CPA / Tax Advisor?
Do you have existing tax planning strategies in place for a potential sale?
Are there any legal agreements, buy-sell agreements, or shareholder restrictions affecting an exit?
Details :
Do you anticipate potential capital gains, estate, or succession tax issues?
Are there key employees whose retention is critical for valuation or transition?
Personal Objectives & Lifestyle Considerations
Post-Exit Role Preference:

Other
Personal Financial Goals for Exit Proceeds:

Other
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