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 (Worksheet)
The 7 End Zone Questions™ (Worksheet)
The Exit Strategy Decision Tree™ (Infographic)
What Does an Exit Plan Look Like? (Worksheet)
The Eight Exit Plan Questions Co-Owners Should Ask Themselves (Guide)
What to Expect When You are Expecting to Sell Your Company (Guide)
Employee Buy-In Letter (Worksheet)
Emergency Guidance Letter (Worksheet)
NAVIX White Papers and eBooks
How to Talk to Your Employees About Exit
What Should You Do with Those Unsolicited Offers to Buy Your Business? (White Paper)
Top 10 Signs You Are Not Ready to Sell Your Company (White Paper)
Your Last Five Years (eBook)
The Exit Magic Number™ (eBook)
The Co-Owner's Conundrum (eBook)
The Five Major Exit Goals Most Co-Owners Disagree About (eBook)
Guide to Creating Co-Owner Exit Alignment (eBook)
The Three Laws of Legacy (White Paper)
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.
October 22, 2024
2PM - 3PM EST
Monetizing Your Business – 7 Ways to Convert Your Company’s Value into Personal Wealth
with Patrick Ungashick
Changes are Coming…Exit Planning and Taxes for Family-Owned Businesses
with Patrick Ungashick,
Christopher A. Steele &
William C. Lankford, Jr.
Exit Planning in
2024’s Shifting Markets
with Patrick Ungashick, Chris Rowen, Trey Prophater & Michael Murray
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
Creating Transferable Value – the Essential Step for Exit Success
with Patrick Ungashick
Earnouts! How to Avoid Them, and What to Do if a Potential Buyer Asks for One
with Chris Rowen
How to Exit by Selling Your Company to Your Management Team
with Patrick Ungashick
Exit Planning During a Recession
with Patrick Ungashick, Chris Rowen, Trey Prophater & Michael Murray
What is My Company Worth? (And How to Really Know)
with Patrick Ungashick
Cashing Out Without Walking Out
with Andy Mason and Mark Kessler
Your Last Five Years: How the Final 60 Months will Make or Break Your Exit Success
with Patrick Ungashick
Family-Owned Businesses – Exit Planning Do’s and Don’ts When You Want to Keep the Company in the Family
with Patrick Ungashick
Now or Later – How to Know When You Should Exit?
with Patrick Ungashick
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
True Grit – How To Execute A complicated Exit
with Trey Prophater, Mike Rowlett, and Matt Oldroyd
The Biden Tax Plan – What to Know Before Selling Your Company
with Patrick Ungashick and Rhys T. Wilson
Top 25 Tactics to Maximize Your Company's Value at Exit
with Patrick Ungashick, Trey Prophater and Chris Rowen
Yes! Alternatives to Selling to a Competitor or Private Equity
with Patrick Ungashick, Andy Mason, Mark Kessler
Eager to Sell Your Company When the Market Returns?
with Patrick Ungashick, Trey Prophater and Chris Rowen
9 Ways to Maximize Value & Cash When Selling Your Company
with Patrick Ungashick CEO NAVIX Consultants
Do You REALLY Know Your Exit Strategy and What to Do If You Don’t
with Patrick Ungashick CEO NAVIX Consultants
Your Last Five Years - How Your Final 60 Months Can Make or Break Exit Success
with Patrick Ungashick
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.
Eight Reasons to Buy Out Your Business Partner
with Patrick Ungashick, CEO NAVIX Consultants
Selling My Business to an Outside Buyer - My Journey
with Patrick Ungashick, CEO, NAVIX Consultants, and John Mischler, Surgical Insights
Selling My Business to My Employees – My Journey
with Patrick Ungashick, CEO, NAVIX Consultants, and Steve Head, President, CBI General Contractors, Inc.
13 Ways Your Exit Could be an Unhappy One
with Patrick Ungashick, CEO, NAVIX Consultants
7 Reasons Not to Give The Business to Your Kids
with Patrick Ungashick
You Only Get One Shot: Overcoming the Financial Risks of Business Ownership
with Trey Prophater & Stephen Griner
Putting Golden Handcuffs on Key Employees: Where would your business be without your most valuable people?
with Patrick Ungashick
20 Exit Surprises: Things You’ll Run Into Between Now and Exit that Nobody Tells You About
with Trey Prophater
Seven Signs You and Your Business Partner are Not on the Same Page
with Patrick Ungashick
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
Mid-Year Report: M&A Market Conditions in 2018
with Chris Rowen
What’s Your Brand Worth? How to Build an IP Portfolio that Maximizes Company Value at Exit
with Trey Prophater
& Jeffrey B. Sladkus, Esq.
The Home Front: Preparing Business Owners and Their Spouses for Success and Happiness After Exit
with Patrick Ungashick
Mission Improbable: The Challenges of Selling Your Business to Your Employees, and How to Overcome Them
with Patrick Ungashick
What to Expect When You’re Expecting to Sell
with Chris Rowen
The Good, the Bad, and the Unexpected: Lessons Learned Exiting from My Business
with Doug Calahan
Exit Planning Under
the New Tax Laws
with Rhys T. Wilson,
Elizabeth A. Salvati
& Patrick Ungashick
How to Reach Financial Freedom When You Sell, and How to Stay There
with Trey Prophater
Maximizing the Value of Your Company
with Chris Rowen
Want to Buy Out a Partner? The Good, The Bad & The Ugly
with Patrick Ungashick
Fair is Not Equal and Equal is Not Fair
with Trey Prophater
What Should You Do with All Those Unsolicited Buyout Offers?
with Chris Rowen
Top Mistakes to Avoid When Selling Your Business to an Inside Buyer
with Patrick Ungashick
& Trey Prophater
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.