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We include this Exit Strategy chapter template in every Proposal Pack, along with thousands more. You assemble this chapter with others in various combinations to create custom-tailored business proposals, plans, reports, and other documents. Proposal Packs apply custom visual designs to the templates, giving the final documents a consistent professional finish.


Overview of the Exit Strategy Chapter

When creating a proposal or a business plan, it's crucial to include a section that outlines how ownership or management aims to depart or sell the business in the future. This is known as the Exit Strategy chapter. It plays a vital role in reassuring investors and lenders that there is a clear plan for the future, which can significantly affect their decision-making. By including this chapter, businesses can demonstrate foresight and preparedness, which are key traits investors look for.

How is the Exit Strategy Chapter Used?

The Exit Strategy chapter is a staple in various types of business documents, primarily in business plans. Its main function is to communicate the long-term plans for transitioning or closing the business. This chapter is particularly important when seeking funding, as it assures investors and lenders of the business's sustainability and the owner's planning. It lays out situations for both planned and unplanned events, ensuring that all bases are covered.

What is Included in the Exit Strategy Chapter?

Typically, the Exit Strategy chapter includes several key components:

  • Definition of Exit Strategies: It starts with a clear definition of the different types of exit strategies applicable to the business.
  • Planned Exits: This section details the strategies for expected or desired exits, such as selling the business or transferring it to a family member.
  • Unplanned Exits: It also considers unexpected scenarios, such as the sudden illness of a key business leader.
  • Timeline: The projected timeline for potential exits is outlined, giving readers an understanding of when exits could possibly occur.
  • Impact Analysis: Discusses the potential impacts of the exit on the business, employees, and other stakeholders.
  • Legal and Financial Considerations: Finally, it covers any legal or financial implications involved in executing exit strategies.


Use Case Examples for the Exit Strategy Chapter

  • In a business plan for a startup, where showing a clear exit plan can attract venture capitalists.
  • For family-owned businesses planning intergenerational transfers.
  • In a proposal for a business seeking angel investment, where the investor is interested in understanding their return on investment.
  • Businesses planning for contingencies in management, outlining strategies for unexpected leadership changes.
  • Proposals for businesses in volatile industries, where quick pivots or exits might be necessary.


Key Takeaways

  • Important for Funding: Including an Exit Strategy chapter is crucial when seeking investment or loans.
  • Shows Preparedness: It demonstrates foresight and preparedness, key qualities reassuring to stakeholders.
  • Covers All Bases: Addresses both planned and unplanned exit scenarios, ensuring comprehensive planning.
  • Varies by Business Type: The content and focus of the exit strategies vary depending on the type of business and its specific needs.
  • Legal and Financial Insights: Provides important information on the legal and financial considerations of potential business exits.


The editable Exit Strategy template - complete with the actual formatting, layout and graphics is available in the retail Proposal Packs.
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Related chapters may be used in conjunction with this chapter depending on your situation. Many related chapters are intended to be used together to form a more complex and integrated proposal.

Related Chapters

Document Layouts Using the Exit Strategy Chapter

This template is used in the following template layouts.
Illustration of Proposal Pack Web #4

The Exit Strategy chapter and other chapters are integrated into a Word document as illustrated here in the Proposal Pack Web #4 design theme. There are hundreds of design themes available, and every design theme includes the Exit Strategy chapter template.

A proper business proposal will include multiple chapters. This chapter is just one of many you can build into your proposal. We include the complete fill-in-the-blank template in our Proposal Pack template collections. We also include a library of sample proposals illustrating how companies in different industries, both large and small, have written proposals using our Proposal Packs. This template will show you how to write the Exit Strategy.

We include a chapter library for you to build from based on your needs. All proposals are different and have different needs and goals. Pick the chapters from our collection and organize them as needed for your proposal.

Using the Proposal Pack template library, you can create any business proposal, report, study, plan, or document.

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Use the Exit Strategy template to describe contingencies planned for exiting the business. There are a number of exit strategies for planned and unplanned events. Investors and lenders may require you to have exit strategies. Different types of businesses require different types of exit strategies. This template is mainly used for business plans.
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