Whether you’re planning to sell in 6 months or 6 years, this free checklist will help you maximize the value of your business before going to market and avoid costly surprises.
What’s Inside
A 6-Step Exit Planning Framework Follow the same structured process our advisors use to help owners prepare for a successful sale — from goal setting to go-to-market.
Clear, Actionable To-Dos at Each Stage Each step includes 3 key checkpoints to help you align goals, clean up operations, organize financials, and get your business deal-ready.
Stakeholder & Succession Planning Prompts Get aligned with co-owners, family members, and next-generation leaders to reduce friction down the road.
OUR COVERAGE
We are global
With offices in New York, Toronto, Miami, London, Mexico City, and Madrid, Ascension Advisory™ operates across North America, the UK, and Continental Europe.
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