The Exit Planning Questionairre
The Exit Planning Questionnaire
The First Step to Exiting Your Business On Your Terms
by Richard E. Jackim, JD, MBA
Exit Planning Questionnaire TABLE OF CONTENTS
Client Company. PAGE
Personal Information ........................................................................................................... 4 Your Instructions (Contingency Plan) ............................................................................. 10 Company Information ........................................................................................................ 11 Business Description......................................................................................................... 12 Company Background ....................................................................................................... 12 The Owners ......................................................................................................................... 13 Industry Data....................................................................................................................... 15 Markets and Competition .................................................................................................. 15 Operations........................................................................................................................... 16 Company Products ............................................................................................................ 17 Sales, Marketing and Distribution .................................................................................... 19 Customers ........................................................................................................................... 20 Suppliers ............................................................................................................................. 21 Information Technology
The First Step to Exiting Your Business On Your Terms
by Richard E. Jackim, JD, MBA
Exit Planning Questionnaire TABLE OF CONTENTS
Client Company. PAGE
Personal Information ........................................................................................................... 4 Your Instructions (Contingency Plan) ............................................................................. 10 Company Information ........................................................................................................ 11 Business Description......................................................................................................... 12 Company Background ....................................................................................................... 12 The Owners ......................................................................................................................... 13 Industry Data....................................................................................................................... 15 Markets and Competition .................................................................................................. 15 Operations........................................................................................................................... 16 Company Products ............................................................................................................ 17 Sales, Marketing and Distribution .................................................................................... 19 Customers ........................................................................................................................... 20 Suppliers ............................................................................................................................. 21 Information Technology