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

Review the following complimentary NAVIX White Papers and eBooks for an in-depth discussion of an exit planning topic that may apply to your situation.

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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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

Your Last Five Years - How Your Final 60 Months Can Make or Break Exit Success

with Patrick Ungashick
Watch Now
archived webinar with single presenter

Cashing Out Without Walking Out

with Andy Mason
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
archived webinar with single presenter

Putting Golden Handcuffs on Your Top Employees

with Patrick Ungashick
Watch Now
archived webinar with single presenter

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
archived webinar with single presenter

Top Mistakes to Avoid When Selling Your Business to an Inside Buyer

with Patrick Ungashick
& Trey Prophater
Watch Now
archived webinar with single presenter

How to Know When It Is Time to Sell

with Patrick Ungashick
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?

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How Much is My Company Worth?

3) Understanding Company Valuation:

How Much is My Company Worth?

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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?

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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?

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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

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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