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Infographic PDF · 1 page

The Exit Ready Roadmap

A one-page map of nine exit planning steps in three phases, with the financial advisor as team quarterback.

Published by Cultivate Advisors

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What's inside

A single-page diagram of how a team-based exit plan unfolds, from figuring out where you stand today to the decision at the end.

  • Nine steps in three phases, with the financial advisor as quarterback of the team
  • A parallel protection phase handled by the owner's wealth, tax, and legal advisors
  • Three end options for the owner after step nine: keep, sell, or grow the business