iPlanforit works with one of our affilates that has a proprietary process that helps business owners plan for and achieve successful exits. The mission is helping business owners plan for and execute successful exits: achieving financial freedom, creating a sustainable legacy, and exiting on their own terms.  They have a dual-track process, preparing both the business and its owner(s) for exit. One cannot be prepared without the other.

​iPlanforit works with its clients to give them a Dual-track process:

With Twenty Checkpoints, 

Four recognized exit strategies,

Tool to educate prospects and centers of influence, and guide clients.​

Why iPlanforit  works with clients in Exit Planning?
• The market need is massive. • Owners care about the issue, and know they are not ready. • Little to no organized competition. • It Leverage our existing CEO/business owner relationships. • Drive client engagement in other business services. • Make a difference in clients’ lives.

Ideal Exit Planning Prospect Profile
• Business owners who: • Actively work in their companies • Seek to exit in the not-so-distant future (typically within three to seven years) • Desire to reach financial freedom • Feel an obligation to people impacted by their exit • Care about the legacy • Want advice and      assistance • Recognize they have one shot at success • Lack time and experience to do this themselves • Company profile: • Between $5-50+ million top line revenue • Financial stability






It is never to early to start Planning for your Companies Exit Strategy.