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WORKSHEETS

NAVIX Exit Strategy Checklist –
Innie (Selling to Insiders)

businessman filling out worksheet
NAVIX Exit Strategy Checklist – Innie (Selling to Insiders)

Selling to long-term, valued employees can be deeply rewarding, but it’s often threatened by the lack of available cash and natural successors. This checklist evaluates twelve essential conditions, including owner dependency and financial feasibility, required for a happy internal exit. Download this to determine if your "Innie" strategy is a viable path or if missing conditions could undermine your financial freedom.