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Pretium Solutions Pty Ltd
Personal Exit Planning Health Check
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Personal Planning
Emotional Planning
Personal Finances
Exit Related Finances
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Gap Analysis Report
Action Plan
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Are you emotionally and financially prepared for a business exit? Take this Personal Exit Planning Health Check questionnaire to assess your readiness and identify areas for improvement.
Personal Planning
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Personal Planning / Page 1 of 5
Client Explanation and Comment
1
Business Exit
Have you considered you may need to work in the business for 2 years after business exit? How well have you accounted for this in your life after plan?
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2
Post Exit Lifestyle
How well have you planned and outlined your ideal life, post exit?
Your score:
0
3
Personal Goals
Do you know why you want to sell the business? To what extent have you considered other personal goals in leaving the business?
Your score:
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4
Exit Time-frame
To what extent have you determined an ideal exit time-frame for when you will be ready to sell the business, considering any emotional attachments to the business?
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5
Exclusions
Have you considered excluding any assets/IP/Products from the business sale transaction for personal use post exit? To what extent?
Your score:
0
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