Free Startup Exit Strategy Checklist Template

Startup Exit Planning Checklist

Welcome to the Startup Exit Strategy Checklist. This comprehensive tool guides you through the crucial steps of planning your exit. Simply review each section, mark your progress, and customize as needed. Ensure a smooth transition with our intuitive checklist. Let's maximize your exit potential together.

Assessing Company Worth

  • Conduct a thorough internal assessment of assets, liabilities, and equity

  • Understand the market to evaluate the value of similar companies

  • Calculate potential EBITDA outcomes

  • Seek professional help for a valuation if needed

  • Set realistic expectations for company worth

Preparing for Due Diligence

  • Organize all business documents for easy access

  • Ensure legal compliance and clean audit reports

  • Prepare detailed financial records

  • Identify potential red flags and address them proactively

  • Create a clear roadmap for the transition process

Intellectual Property (IP) Audit

  • Assess startup's intellectual property portfolio

  • Confirm ownership and validity of IP assets

  • Address any potential IP infringement risks or challenges

Customer and Supplier Contracts

  • Review existing contracts with customers and suppliers

  • Ensure transferability of contracts or obtain necessary consents

  • Address any termination or change of control provisions

Employee Considerations

  • Evaluate employee agreements and equity incentives

  • Develop retention plans for key employees during the exit process

  • Address legal and regulatory requirements related to employee transitions

Due Diligence Preparation

  • Organize and prepare due diligence materials

  • Anticipate potential due diligence inquiries

  • Ensure confidentiality and data security during the due diligence process

Communication Plan

  • Develop a communication plan for stakeholders

  • Maintain transparency throughout the exit process

  • Coordinate communications with legal and financial advisors

Exit Strategy Execution

  • Execute chosen exit strategy (e.g., negotiations, drafting agreements)

  • Draft and negotiate transaction documents

  • Ensure compliance with regulatory requirements and obtain necessary approvals

Post-Exit Transition

  • Plan for post-exit integration or transition period

  • Address legal and regulatory requirements related to post-closing obligations

  • Communicate changes in ownership or corporate structure to stakeholders

Prepared by: [YOUR NAME]

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