Exit Planning Tools for Business Owners

Personal Vision Worksheet

Your ExitMap LogoYour ExitMap Personal Vision Worksheet©
An Exit Planning Tool Used to Identify What You Want Your Business to Do For You

Your ExitMap Interactive Tools:
The Business Owner’s Personal Vision Worksheet©

Personal Vision MainDefining your Personal Vision (PV) is one of the most important things you can do for yourself and your business. It is a 5 to 10 year plan that identifies what you want your business to do for you.
As an owner, you run a company for your own benefit. You assume the risks, and put in the effort, with an expectation of results. Clearly defining that objective helps keep your focus and balance.
Although developing a Personal Vison can be a done as an independent exercise by any business owner, we recommend using the downloadable worksheet below with a trusted advisor to help you identify your goals.
Note: After completing the worksheet, you will be able to draft the final version of your Personal Vision which should be limited to 100 words. You’ll find that the discipline of making it short will help identify those things which are most important.

The ExitMap® Assessment©

The First Step to Understanding the Complexities of Preparing a Company for Transition
The ExitMap® Assessment questionnaire consists of 22 questions and produces a high quality 12-page summary report which will be emailed to you. The report ranks the overall preparedness of a company for transition and provides a breakdown of the four major categories of readiness; Finance, Planning, Profit/Revenue and Operations. If you are just starting to think about exit planning or if you just want to know where you and your company stand, this is your first step.

Exit Planning Professional Vision