Resources for Business Owner Exit Planning

Webinars

Biggest Misses! A Compilation of the Most Common (and Serious) Mistakes Owners Make When Selling Their Company

Experts share some of the most common blunders owners make when exiting.

Webinars

Monetizing Your Business – 7 Ways to Convert Your Company’s Value into Personal Wealth

Multiple strategies to extract personal wealth from your business.

Webinars

Exit Planning for Business Partners – Why Business Partners Need to Plan for Exit and How to Get Started

Guidance for partners looking to align on their exit goals.

Webinars

Creating Transferable Value – the Essential Step for Exit Success

Learn the intangible attributes that make businesses attractive to buyers.

Webinars

Earnouts! How to Avoid Them, and What to Do if a Potential Buyer Asks for One

Navigating earnout requests from buyers and understanding their risks.

Webinars

How to Exit by Selling Your Company to Your Management Team

Key considerations to make when considering a sale to internal leadership.

Webinars

What is My Company Worth? (And How to Really Know)

How to accurately forecast what your business may sell for.

Webinars

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

Key strategies and pitfalls to avoid when transferring your business to family members.

Webinars

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

Tactics to evaluate whether or not the time is right to pursue an exit.

Webinars

Knock Knock! How to Know if the Potential Buyer at Your Door is a Waste of Time or the Opportunity of a Lifetime

Assess whether unsolicited buyer inquiries are worth your time or a distraction.

Webinars

True Grit – How To Execute a Complicated Exit

Successfully navigate the challenges of a complex exit.

Webinars

Do You REALLY Know Your Exit Strategy and What to Do If You Don’t

Clarifying your exit path and developing your strategy.

Webinars

Eight Reasons to Buy Out Your Business Partner

When buying out a business partner makes strategic sense.

Webinars

13 Ways Your Exit Could be an Unhappy One

Identify and avoid the pitfalls that lead to disappointing exits.

Webinars

7 Reasons Not to Give The Business to Your Kids

Understand why passing your business to your children may not be the best choice.

Webinars

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

Mitigating the concentration risk of your net worth being tied to your business.

Webinars

Putting Golden Handcuffs on Key Employees: Where would your business be without your most valuable people?

Implement retention strategies to keep critical employees through an ownership transition and beyond.

Webinars

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

Prepare for unexpected challenges and surprises owners face during the exit process.

Webinars

Seven Signs You and Your Business Partner are Not on the Same Page

Recognize warning signs that you and your partner have misaligned exit expectations.

Case Studies

Advice That Yielded an Extra $4 Million Dollars

How proactive financial preparation can significantly increase a company's sale price.

Case Studies

Can One Exit Plan Save a Million Dollars Twice?

How advanced tax planning can minimize transaction and estate taxes during a sale.

Case Studies

How One Business Owner Reduced Financial Dependency

How one business owner diversified his personal wealth and secure funds outside of his business.

Case Studies

Family, Fair and Equal a Potential Problem

The importance for business owners passing down their business to articulate their exit and succession objectives.

Case Studies

The Best Deals are the Ones You Don't Do

How proper due diligence can help avoid a failed deal.

Case Studies

The Third Time's the Charm

How aligning interests led to a successful internal sale after multiple failed attempts.

Case Studies

The Story of the Paralyzed Partners

How differing exit goals and the lack of documentation can lead to a stalemate and loss of business vlaue.

Case Studies

What Happens When the Music Stops

How golden handcuffs can protect company value during an exit.

eBooks & Guides

What to Expect When You are Expecting to Sell

Common emotional and operational challenges owners will encounter during the M&A process.

eBooks & Guides

Your Last Five Years

A strategic guide for the final 60 months before exit to maximize your chances of a successful exit.

eBooks & Guides

How to Talk to Your Employees About Your Future Exit

How to communicate your exit plans to trusted colleagues while avoiding common mistakes.

eBooks & Guides

The Co-Owners Conundrum

Exploring the inevitability of exit-goal incompatibility among partners and the importance of early alignment.

eBooks & Guides

The Five Major Exit Goals Most Co-Owners Disagree About

Identifying the primary areas where co-owners typically face disagreements during the exit planning process.

eBooks & Guides

The Guide to Creating Co-Owner Exit Alignment

Why goal incompatibility is common among co-owners and how to create solutions for business partners.

Worksheets

25 Value Drivers List

25 value reducers and value enhancers designed to maximize a company's multiple at exit.

Worksheets

Exit Strategy Tree Diagram

A visual tool to help business owners determine their most likely exit strategy among four potential options.

Worksheets

Exit Strategy Checklist - Passer

Seven conditions to evaluate before passing down a business to family members.

Worksheets

What Does an Exit Plan Look Like?

Six critical areas that exit planning should address.

Worksheets

101 Questions to Help Business Owners

A series of questions to help owners determine what to do after exit.

Worksheets

Sample Emergency Guidance Letter

A template for a letter to business employees and partners in the event that something happens to the owner.

Worksheets

Seven End Zone Questions Worksheet

Seven critical questions to help business owners align with their exit planning team on key goals.

Worksheets

Employee Buy-In Letter

A template for a letter of interest regarding a potential employee buy-in.

eBooks & Guides

Dance in the End Zone Chapter 1

An excerpt from the business owner's exit planning playbook.

eBooks & Guides

A Tale of Two Owners Chapter 1

An excerpt from the definitive guide to aligned co-owner exit planning.

eBooks & Guides

Eight Exit Plan Questions and Answers Most Co-Owners Should

Addressing the unique challenges co-owners face when collaborating on exit goals.

eBooks & Guides

The Exit Magic Number

An overview of the most important number for a business owner.

Worksheets

The NAVIX Map

A path through 20 key checkpoints along a business owner's exit timeline.

Worksheets

Exit Strategy Checklist - Innie

A 12-condition checklist to evaluate and prepare for a successful sale of your business to key employees.

Worksheets

Exit Strategy Checklist - Outie

Four conditions to assess in order to determine if you are ready to sell to an external buyer.

Worksheets

Business Owner Legacy Checklist

A tool for owners to define their goals regarding the future leadership of their company.

Worksheets

The Three Link Chain

Why co-owners must collaborate and align their goals to achieve a successful exit.

Worksheets

Due Diligence Checklist

A comprehensive list of books, records, and data typically requested by potential buyers during due diligence.

eBooks & Guides

The Three Laws of Legacy

Three laws to help owners protect their company's future and reward key employees.

eBooks & Guides

Too Much of a Good Thing

Why customer concentration occurs, how it can hurt a business at exit, and what to do about it.

eBooks & Guides

The Enhanced QSBS Provision

A newly enhanced provision that can potentially allow business owners to save meaningfully at exit.

Webinars

Today's M&A Market: What Business Owners Need to Know

What buyers are looking for in today's environment, and what type of companies are commanding high valuations.

Webinars

Uncertainty and Optionality: Achieving Your Exit Objectives

Keeping your exit options open during times of uncertainty.

Webinars

The Enhanced QSBS Provision

An overview of a newly enhanced provision that can potentially allow owners to save money at exit.

Webinars

Real Stories, Real Results: NAVIX Client Wins in 2025

Some of the most common challenges our clients faced in 2025 and how they overcame them.

Webinars

7 Steps to Create an Owner Independent Organization

The keys to developing an organization that can thrive without it's owner.

eBooks & Guides

Top 10 Signs You're Not Ready to Exit

Some universal signs that business owners can use to help determine if they are ready to begin the sale process.

Webinars

Keeping Key Employees

Learn how you can implement incentive programs in your business to help retain top talent.

Webinars

What to Do With Unsolicited Offers

A practical playbook for evaluating inquiries, protecting yourself in conversations, and turning a single buyer at your door into a competitive bidding process.

eBooks & Guides

When U.F.O.s Appear: Evaluating Unsolicited Flattering Offers to Buy Your Business

This guide explains what unsolicited offers are, why they're on the rise, and how to quickly evaluate whether an inquiry is worth your time.

Webinars

Beyond the Exit: What No One Tells You About Life After a Sale

An exit provides financial freedom but brings questions about how to find purpose and fulfillment without being connected to the business they spent years building.

Webinars

Inside or Outside? How Steel Owners Can Keep Their Exit Options Open

A walk-through of how to evaluate your exit options and keep multiple paths open to you for as long as possible for steel fabricators and manufacturers.

Webinars

Unplugged: New Research on What Really Happens When Owners Step Away

NAVIX surveyed more than 200 privately held business owners to find out what it means for business owners who want to build stronger, more valuable companies and eventually exit on their own terms.

eBooks & Guides

The Unplugged Report

This report covers why we conducted the study, how we approached it, and everything we found. If you're looking to build a business that can run without you, this resources offers perspective on how to do so.

Webinars

What Would a 2030 Recession Mean for Your Business?

Stephen Griner, CFA, and Trey Prophater will walk through what the data and history actually show, their take on these predictions, and the steps worth considering now.

eBooks & Guides

Nine Conditions for a Successful Inside Sale

This white paper explains each of the nine conditions that determine whether a sale to your own people will be successful., along with client stories showing how owners have worked through them.

Prepare for Your Exit

NAVIX Resource Library

Start Here!

Just beginning your exit plan? These are some of our most popular resources that have helped business owners like you get started on the right foot.

Top 10 Signs You're Not Ready to Sell

Keeping Key Employees

25 Value Drivers

Filters

What to Know Before Selling Your Technology Services Company

Considering a Sale of Your Residential or Commercial Services Business?

An IRS Victory that Can Harm Business Owners: Connelly vs. US

Biggest Misses! A Compilation of the Most Common (and Serious) Mistakes Owners Make When Selling Their Company

Monetizing Your Business – 7 Ways to Convert Your Company’s Value into Personal Wealth

Exit Planning for Business Partners – Why Business Partners Need to Plan for Exit and How to Get Started

Creating Transferable Value – the Essential Step for Exit Success

Earnouts! How to Avoid Them, and What to Do if a Potential Buyer Asks for One

How to Exit by Selling Your Company to Your Management Team

What is My Company Worth? (And How to Really Know)

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

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

Knock Knock! How to Know if the Potential Buyer at Your Door is a Waste of Time or the Opportunity of a Lifetime

True Grit – How To Execute a Complicated Exit

Do You REALLY Know Your Exit Strategy and What to Do If You Don’t

Eight Reasons to Buy Out Your Business Partner

13 Ways Your Exit Could be an Unhappy One

7 Reasons Not to Give The Business to Your Kids

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

Putting Golden Handcuffs on Key Employees: Where would your business be without your most valuable people?

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

Seven Signs You and Your Business Partner are Not on the Same Page

Advice That Yielded an Extra $4 Million Dollars

Can One Exit Plan Save a Million Dollars Twice?

How One Business Owner Reduced Financial Dependency

Family, Fair and Equal a Potential Problem

The Best Deals are the Ones You Don't Do

The Third Time's the Charm

The Story of the Paralyzed Partners

What Happens When the Music Stops

What to Expect When You are Expecting to Sell

Your Last Five Years

How to Talk to Your Employees About Your Future Exit

The Co-Owners Conundrum

The Five Major Exit Goals Most Co-Owners Disagree About

The Guide to Creating Co-Owner Exit Alignment

25 Value Drivers List

Exit Strategy Tree Diagram

Exit Strategy Checklist - Passer

What Does an Exit Plan Look Like?

101 Questions to Help Business Owners

Sample Emergency Guidance Letter

Seven End Zone Questions Worksheet

Employee Buy-In Letter

Dance in the End Zone Chapter 1

A Tale of Two Owners Chapter 1

Eight Exit Plan Questions and Answers Most Co-Owners Should

The Exit Magic Number

The NAVIX Map

Exit Strategy Checklist - Innie

Exit Strategy Checklist - Outie

Business Owner Legacy Checklist

The Three Link Chain

Due Diligence Checklist

The Three Laws of Legacy

Too Much of a Good Thing

The Enhanced QSBS Provision

Today's M&A Market: What Business Owners Need to Know

Uncertainty and Optionality: Achieving Your Exit Objectives

The Enhanced QSBS Provision

Real Stories, Real Results: NAVIX Client Wins in 2025

7 Steps to Create an Owner Independent Organization

Top 10 Signs You're Not Ready to Exit

Keeping Key Employees

What to Do With Unsolicited Offers

When U.F.O.s Appear: Evaluating Unsolicited Flattering Offers to Buy Your Business

Beyond the Exit: What No One Tells You About Life After a Sale

Inside or Outside? How Steel Owners Can Keep Their Exit Options Open

Unplugged: New Research on What Really Happens When Owners Step Away

The Unplugged Report

What Would a 2030 Recession Mean for Your Business?

Nine Conditions for a Successful Inside Sale