Prepare For Your Exit

Most owners exit only once, and can ill afford to overlook anything or get surprised along the way. The following resources will help you learn how to prepare for exit and the value of working with NAVIX.

NAVIX Downloadable Tools and Articles

Review and download the following complimentary NAVIX tools and articles to help you plan for and achieve your successful exit.

25 Value Drivers

25 Value Drivers (Worksheet)

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The 7 End Zone Questions™

The 7 End Zone Questions (Worksheet)

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Exit Strategy Decision Tree™

The Exit Strategy Decision Tree (Infographic)

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What Does an Exit Plan Look Like?

What Does an Exit Plan Look Like? (Worksheet)

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The Eight Exit Plan Questions Co-Owners Should Ask Themselves

The Eight Exit Plan Questions Co-Owners Should Ask Themselves (Guide)

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What to Expect When You are Expecting to Sell Your Company

What to Expect When You are Expecting to Sell Your Company (Guide)

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Employee Buy-In Letter

Employee Buy-In Letter (Worksheet)

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Emergency Guidance Letter

Emergency Guidance Letter (Worksheet)

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NAVIX White Papers and eBooks

How to Talk to Your Employees About Exit white paper on ipad

How to Talk to Your Employees About Exit

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What Should You Do with Those Unsolicited Offers to Buy Your Business?

What Should You Do with Those Unsolicited Offers to Buy Your Business? (White Paper)

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Top 10 Signs You Are Not Ready to Sell Your Company (White Paper)

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Your Last Five Years (eBook)

Your Last Five Years (eBook)

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 Exit Magic Number™ (eBook)

The Exit Magic Number (eBook)

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The Co-Owner's Conundrum (eBook)

The Co-Owner's Conundrum (eBook)

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The Five Major Exit Goals Most Co-Owners Disagree About (eBook)

The Five Major Exit Goals Most Co-Owners Disagree About (eBook)

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Guide to Creating Co-Owner Exit Alignment (eBook)

Guide to Creating Co-Owner Exit Alignment (eBook)

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The Three Laws of Legacy (White Paper)

The Three Laws of Legacy (White Paper)

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NAVIX Educational Webinars

Each of the following complimentary on-demand NAVIX webinars presents an in-depth look at an important topic within your unique exit planning needs.

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April 9, 2024
2PM - 3PM EST

Changes are Coming…Exit Planning and Taxes for Family-Owned Businesses

with Patrick Ungashick,
Christopher A. Steele and
William C. Lankford, Jr., CPA
Register Now
roundtable type webinar

Exit Planning in
2024’s Shifting Markets

with Patrick Ungashick, Chris Rowen, Trey Prophater & Michael Murray
Watch Now
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Exit Planning for Business Partners – Why Business Partners Need to Plan for Exit and How to Get Started

with Michael Murray, Trey Prophater & Patrick Ungashick
Watch Now
Creating Transferable Value – the Essential Step for Exit Success

Creating Transferable Value – the Essential Step for Exit Success

with Patrick Ungashick
Watch Now
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Earnouts! How to Avoid Them, and What to Do if a Potential Buyer Asks for One

with Chris Rowen
Watch Now
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How to Exit by Selling Your Company to Your Management Team

with Patrick Ungashick
Watch Now
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Exit Planning During a Recession

with Patrick Ungashick, Chris Rowen, Trey Prophater & Michael Murray
Watch Now
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What is My Company Worth? (And How to Really Know)

with Patrick Ungashick
Watch Now
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Cashing Out Without Walking Out

with Andy Mason and Mark Kessler
Watch Now
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Your Last Five Years: How the Final 60 Months will Make or Break Your Exit Success

with Patrick Ungashick
Watch Now
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Family-Owned Businesses – Exit Planning Do’s and Don’ts When You Want to Keep the Company in the Family

with Patrick Ungashick
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Now or Later – How to Know When You Should Exit?

with Patrick Ungashick
Watch Now
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Knock Knock!...How to Know if the Potential Buyer at Your Door is a Waste of Time or the Opportunity of a Lifetime

with Patrick Ungashick and Chris Rowen
Watch Now
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True Grit – How To Execute A complicated Exit

with Trey Prophater, Mike Rowlett, and Matt Oldroyd
Watch Now
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The Biden Tax Plan – What to Know Before Selling Your Company

with Patrick Ungashick and Rhys T. Wilson
Watch Now
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Top 25 Tactics to Maximize Your Company's Value at Exit

with Patrick Ungashick, Trey Prophater and Chris Rowen
Watch Now
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Yes! Alternatives to Selling to a Competitor or Private Equity

with Patrick Ungashick, Andy Mason, Mark Kessler
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Eager to Sell Your Company When the Market Returns?

with Patrick Ungashick, Trey Prophater and Chris Rowen
Watch Now
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9 Ways to Maximize Value & Cash When Selling Your Company

with Patrick Ungashick CEO NAVIX Consultants
Watch Now
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Do You REALLY Know Your Exit Strategy and What to Do If You Don’t

with Patrick Ungashick CEO NAVIX Consultants
Watch Now
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Your Last Five Years - How Your Final 60 Months Can Make or Break Exit Success

with Patrick Ungashick
Watch Now
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Corporate Divorce: How to Avoid a Partnership Split, but What to Do If You Must Get One

with Patrick Ungashick CEO, NAVIX Consultants and William Piercy Shareholder, Berman Fink Van Horn P.C.
Watch Now
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Eight Reasons to Buy Out Your Business Partner

with Patrick Ungashick, CEO NAVIX Consultants
Watch Now
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Selling My Business to an Outside Buyer - My Journey

with Patrick Ungashick, CEO, NAVIX Consultants, and John Mischler, Surgical Insights
Watch Now
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Selling My Business to My Employees – My Journey

with Patrick Ungashick, CEO, NAVIX Consultants, and Steve Head, President, CBI General Contractors, Inc.
Watch Now
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13 Ways Your Exit Could be an Unhappy One

with Patrick Ungashick, CEO, NAVIX Consultants
Watch Now
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7 Reasons Not to Give The Business to Your Kids

with Patrick Ungashick
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You Only Get One Shot: Overcoming the Financial Risks of Business Ownership

with Trey Prophater & Stephen Griner
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Putting Golden Handcuffs on Key Employees: Where would your business be without your most valuable people?

with Patrick Ungashick
Watch Now
archived webinar with single presenter

20 Exit Surprises: Things You’ll Run Into Between Now and Exit that Nobody Tells You About

with Trey Prophater
Watch Now
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Seven Signs You and Your Business Partner are Not on the Same Page

with Patrick Ungashick
Watch Now
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Finding Your Unicorn: Why Some Strategic Buyers Pay Seemingly Mythical Value for Certain Acquisitions, and How to Find this Buyer for Your Business

with Andy Mason
Watch Now
archived webinar with single presenter

Mid-Year Report: M&A Market Conditions in 2018

with Chris Rowen
Watch Now
archived webinar with two presenters

What’s Your Brand Worth? How to Build an IP Portfolio that Maximizes Company Value at Exit

with Trey Prophater
& Jeffrey B. Sladkus, Esq.
Watch Now
archived webinar with single presenter

The Home Front: Preparing Business Owners and Their Spouses for Success and Happiness After Exit

with Patrick Ungashick
Watch Now
archived webinar with single presenter

Mission Improbable: The Challenges of Selling Your Business to Your Employees, and How to Overcome Them

with Patrick Ungashick
Watch Now
archived webinar with single presenter

What to Expect When You’re Expecting to Sell

with Chris Rowen
Watch Now
archived webinar with single presenter

The Good, the Bad, and the Unexpected: Lessons Learned Exiting from My Business

with Doug Calahan
Watch Now
archived webinar with single presenter

Exit Planning Under
the New Tax Laws

with Rhys T. Wilson,
Elizabeth A. Salvati
& Patrick Ungashick
Watch Now
archived webinar with single presenter

How to Reach Financial Freedom When You Sell, and How to Stay There

with Trey Prophater
Watch Now
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Maximizing the Value of Your Company

with Chris Rowen
Watch Now
archived webinar with single presenter

Want to Buy Out a Partner? The Good, The Bad & The Ugly

with Patrick Ungashick
Watch Now
archived webinar with single presenter

Fair is Not Equal and Equal is Not Fair

with Trey Prophater
Watch Now
archived webinar with single presenter

What Should You Do with All Those Unsolicited Buyout Offers?

with Chris Rowen
Watch Now
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Top Mistakes to Avoid When Selling Your Business to an Inside Buyer

with Patrick Ungashick
& Trey Prophater
Watch Now

NAVIX Educational Videos

The NAVIX Education Video Library is divided in to nine categories. The first video in each category is presented below. If you would like to unlock the rest of the Library, just complete the free registration form within any of the first videos.

Why are Owners So Unprepared for Exit?

1) Getting Started On Your Exit Planning:

Why are Owners So Unprepared for Exit?

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What is Transferrable Value?

2) Increasing Your Company’s Value:

What is Transferrable Value?

Watch Now
How Much is My Company Worth?

3) Understanding Company Valuation:

How Much is My Company Worth?

Watch Now
How Much is Your Exit Magic Number™?

4) Achieving Your Financial Goals at Exit:

How Much is Your Exit Magic Number?

Watch Now
The Critical Issue of Co-Owner Alignment

5) You and Your Business Co-Owners:

The Critical Issue of Co-Owner Alignment

Watch Now
Should You Discuss Your Exit with Your Employees?

6) Involving Your Employees:

Should You Discuss Your Exit with Your Employees?

Watch Now
How Long Have You Been Telling Yourself You are Going to Exit from Your Business in the Next 5 to 10 Years?

7) Time and Your Exit:

How Long Have You Been Telling Yourself You are Going to Exit from Your Business in the Next 5 to 10 Years?

Watch Now
Baby Boomer Business Owners

8) More About You:

Baby Boomer Business Owners

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Who is On Your Exit Planning Team?

9) Working with Advisors:

Who is On Your Exit Planning Team?

Watch Now

Exit Planning Books by Patrick A. Ungashick

 
Dance in the End Zone: The Business Owner’s Exit Planning Playbook

Dance in the End Zone: The Business Owner’s Exit Planning Playbook

Buy Now
A Tale of Two Owners: Achieving Exit Success Between Business Co-Owners

A Tale of Two Owners: Achieving Exit Success Between Business Co-Owners

Buy Now