Exit Planning Process

Succession, Transition and Exit Planning Process

Four cornerstones of building a successful S-T-E-P Plan

Diagram showing a circular S-T-E-P plan with the categories Estate, Leadership, Business, and Ownership.

The Process - Getting Started

Diagram outlining a process: purpose, strategies, and goals. Each step has associated questions.

The Process - Taking Inventory

Flowchart with red, green, and blue circles, showing steps: Inventory, Trusted Advisors, Identify gaps.

The Process - Time Frame

Flowchart: Assess timing (red circle), commit to meetings (green circle), set timeline (blue circle), and follow up.

The Process - Filling the gaps, hitting the goals

Flowchart: Setting priorities, committing to meetings, and not panicking. Red, green, and blue circles with steps.
CEPA logo with a shield and text: Certified Exit Planning Advisor.
Logo of Exit Planning Institute: shield with text and laurel detail,