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Exit Planning Workflow

Exit strategy planning with buyer identification, company preparation, and transaction modeling

Complexity: Complex | Duration: 30m+ | Category: Professional/Hr

Tags: #exit #ma #ipo #strategic #pe

Workflow Diagram​

Steps​

Step 1: Define exit objectives​

Agent: exit

strategist - Clarify goals (maximize price, speed, team retention, etc.)

Step 2: Identify potential buyers​

Agent: investment

banker-advisor - List strategics, PE firms, SPACs

Step 3: Prepare company for sale​

Agent: exit

strategist - Clean up cap table, financials, contracts, operations

Step 4: Model exit scenarios​

Agent: financial

modeler - Project proceeds by buyer type, exit timing

Step 5: Tax planning​

Agent: tax

specialist - Optimize structure for tax efficiency (asset vs. stock sale, QSBS)

Step 6: Create exit timeline​

Agent: exit

strategist - Plan teaser, CIM, process, diligence, close

Step 7: Engage advisors​

Agent: exit

strategist - Hire investment bank, M&A counsel

Step 8: Board approval​

Agent: ceo

advisor - Present exit strategy for board authorization

Usage​

To execute this workflow:

/workflow professional/hr/exit-planning-workflow.workflow

See other workflows in this category for related automation patterns.