The CEO’s Exit Planning Roadmap [Interactive Checklist]

Control your narrative and maximize exit outcomes with this interactive playbook.
Updated: August 15, 2025

A proactive, structured approach is the most effective way to stay in the driver seat with exit planning. Use this interactive playbook to guide your team’s efforts and track your progress.

Your Interactive Path to Exit Readiness

Overall Progress

Key Focus Areas

This dashboard highlights your overall preparedness and provides quick access to the highest-impact actions. As you complete tasks in the phases below, your progress chart will update automatically.

Quick-Reference “Top 10” To-Dos

Phase 1: Foundational Readiness

12-24 Months Pre-Exit

Phase 2: Strategic Positioning

6-12 Months Pre-Exit

Phase 3: Execution & Diligence Prep

3-6 Months Pre-Exit

Consero Provides Exit-Ready Finance from Day One

Consero’s Finance as a Service (FaaS) offers a comprehensive, exit-ready backbone in as little as 30 days. We standardize the chart of accounts, accelerate close, and deliver audit-grade financials with clean revenue recognition, segment profitability, and KPI dashboards.

Our team of experienced controllers build scalable systems and document all processes and controls from day one, ensuring your financials are bulletproof and due diligence questions are answered in hours, not weeks. 

Ready to take control of your exit timeline? Request a consultation today.

Maximize Your Exit Outcome

Get the tactical support needed so you can focus on value creation, not spreadsheets.

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New PE Platform Investment F&A Challenges

Founder Owned Company Accounting:
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