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Calder Capital, LLC
  • About Us
    • Meet Our Team
    • Careers / Internships
    • Awards and Recognition
    • Differentiating Factors
    • M&A Code of Ethics
  • Opportunities
    • Cash Flow: Up to $2MM
    • Cash Flow: $2MM+
    • Sellers Coming Soon
    • Engaged Buyers
    • Small Business Opportunities
  • Services
    • Business Valuation
    • Sell-Side Advisory
      • Sell-Side Advisory
      • Distressed Advisory
    • Exit Planning Advisory
      • Exit Planning Advisory
      • Exit Planning Questions
    • Buy-Side Advisory
      • Buy-Side Advisory
      • Buy-Side Gold
      • Buy-Side Silver
      • Buy-Side Bronze
      • Buy-Side FAQs
    • Buyer Match
  • Transaction Experience
    • Tombstones
    • Testimonials
    • Case Studies
    • Expertise
      • Construction
      • Distribution
      • Manufacturing
        • CNC Machining
        • Die Cutting and Stamping
        • Display Manufacturing
        • Textiles and Apparel Manufacturing
        • Tool and Die
        • Wood Products Manufacturing
      • Service
        • Car Wash
        • Commercial Cleaning and Janitorial
        • Digital Marketing
        • Oil Change
        • Staffing
        • Veterinary
  • News
    • News
    • Market Update
CONTACT US
CONTACT US
Calder Capital, LLC
  • About Us
    • Meet Our Team
    • Careers / Internships
    • Awards and Recognition
    • Differentiating Factors
    • M&A Code of Ethics
  • Opportunities
    • Cash Flow: Up to $2MM
    • Cash Flow: $2MM+
    • Sellers Coming Soon
    • Engaged Buyers
    • Small Business Opportunities
  • Services
    • Business Valuation
    • Sell-Side Advisory
      • Sell-Side Advisory
      • Distressed Advisory
    • Exit Planning Advisory
      • Exit Planning Advisory
      • Exit Planning Questions
    • Buy-Side Advisory
      • Buy-Side Advisory
      • Buy-Side Gold
      • Buy-Side Silver
      • Buy-Side Bronze
      • Buy-Side FAQs
    • Buyer Match
  • Transaction Experience
    • Tombstones
    • Testimonials
    • Case Studies
    • Expertise
      • Construction
      • Distribution
      • Manufacturing
        • CNC Machining
        • Die Cutting and Stamping
        • Display Manufacturing
        • Textiles and Apparel Manufacturing
        • Tool and Die
        • Wood Products Manufacturing
      • Service
        • Car Wash
        • Commercial Cleaning and Janitorial
        • Digital Marketing
        • Oil Change
        • Staffing
        • Veterinary
  • News
    • News
    • Market Update
CONTACT US
CONTACT US

Exit Planning Questions

Planning your business exit? Our Exit Planning Questions help you assess your readiness to step back or sell your business. From succession planning and financial preparedness to operational stability and valuation, this questionnaire guides you through critical considerations for a smooth transition. Whether you're selling, transferring ownership, or creating a contingency plan, understanding your exit options is essential.

To maintain the highest level of security, the form must be completed in a single session. Please do not close this window or navigate away during this time; if you do, all information will be lost and you will have to start over.

Your Information

Name(Required)

Time Frame Modifiers

1. I would like to step back from the day-to-day management of my business:(Required)
2. I would like to walk away from my business completely:(Required)

Essentials

1. My decision-making team consists of:(Required)
2. My plan for the eventual transfer of my company is:(Required)
3. I know what the post-tax proceeds of exiting need to be because:(Required)
4. I know my company's current market value, because:(Required)
5. I will handle the taxes on the transfer of my business by:(Required)
6. I think the most likely buyer for my business is:(Required)
7. The diversification of our revenues by customer is:(Required)
8. Most of my customers:(Required)
9. My key employees are:(Required)
10. The plan for the business in the event of my death or disability is:(Required)
11. The documentation of our systems and processes for operations, human resources, and administrative functions are:(Required)
12. My typical work week is:(Required)
13. Our revenues are:(Required)
14. Our profit margins are:(Required)
15. Our financial performance against industry (NAICS or SIC Code) standards are:(Required)
16. In the event of my sudden absence from the business, my documented contingency plan for operations includes:(Required)
17. Are employee goals and reviews aligned with the company's mission, vision, and values?(Required)
18. How dependent is the business credit on your personal guarantees?(Required)
19. Our technology policy is to:(Required)
20. After I leave my company, I am planning to(Required)

Why work with Calder Capitalโ€™s Exit Planning Services team?

Calder Capital is a National M&A Advisory firm with a proven track record of success, with 300+ deals closed and 700+ valuations completed since opening its doors in 2013. While other exit planning advisors may claim to know how a buyer will view your business, Calder is constantly working with real buyers and closing real transactions. We know what buyers are looking for, and what characteristics make certain businesses more successful on the market than others. 

Calder is industry agnostic (does not focus on one industry); however, the firm has closed many transactions in the manufacturing, construction, distribution, and business service industries with enterprise values ranging from $1M - $100M. This does not mean Calder limits itself to these spaces, as we recognize all businesses are not the same, and a successful deal does not always occur in a linear fashion. Calderโ€™s success is driven by its client-focused approach, taking the time to understand our clients and the nuance that comes along with each individual business. This is a point of pride, which makes Exit Planning Services a natural fit. 

Learn more about our Exit Planning Services at https://www.caldergr.com/our-services/exit-planning-services/.

 

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WEST MICHIGAN HEADQUARTERS

Calder Capital, LLC
25 Division Ave S - Second Floor
Grand Rapids, MI 49503

Toll-Free: (844) 452-4445
Local: (616) 965-2771

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