Publications/Retirement Services

Exit Readiness Checklist for Business Owners

Most business owners spend decades building something valuable and less than a year planning how to exit it. Intentional planning across those years is what determines how much you keep, who carries your legacy forward and whether you leave on your terms. This checklist covers the five pillars of exit readiness: personal preparedness, business value, succession planning, tax strategy and legal preparedness.

View the checklist to assess where you stand and build a plan around your exit, not just your business.

HUB Retirement and Private Wealth employees are affiliated with and offer Securities and Advisory services through various Broker Dealers and Registered Investment Advisers, some of whom may or may not be affiliated with HUB International. HUB International owns the following Registered Investment Advisers: HUB Investment Partners; Global Retirement Partners, LLC; and RPA Financial. Additional information for each individual HUB International Registered Investment Advisor may be found in the respective Form ADV available on the SEC’s IAPD website at https://adviserinfo.sec.gov. Insurance services are offered through HUB International.