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Workbook

Plan for Transition

Ready to Sell? Start with Yourself.

Before you dive into the mechanics of selling your business or partnering with another, there’s an essential first step: preparing yourself.

This workbook focuses on one of the most important and often overlooked aspects of a successful transition: your personal goals, expectations, and emotional readiness. Selling your business isn’t just a financial or strategic decision. It’s deeply personal and requires clarity about what matters most to you today and in the future.

Prepare yourself, not just your business, for what’s next.

Inside, you’ll find prompts and exercises to help you:

  • Explore Your Goals: Reflect on what success looks like, both personally and professionally.
  • Determine Your “Why”: Identify what’s driving your decision to sell or partner, and how that connects to your long-term vision.
  • Clarify Your Timeline: Consider when the transition should happen and how much time you’ll need to be fully prepared.
  • Understand the Sell and Stay® Path: Learn how to evaluate options that let you remain involved while unlocking equity.
  • Acknowledge Emotional Attachment: Recognize how your identity and legacy are tied to your business and how to manage those connections.
  • Define Your Legacy: Think through what you want to leave behind and how it shapes your decisions.
  • Plan for Post-Transaction Life: Visualize your next chapter and prepare for life beyond ownership.

Whether you’re just beginning to consider a transition or already exploring options, this workbook offers a space to pause, reflect, and move forward with intention. Use what you uncover to take your next step with confidence.

Start today. Fill out the workbook and build a future by design, not by default.

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