Exit Strategy & Succession Planning
Plan Your Exit. Protect Your Legacy. Leave on Your Terms.
Everything Truckin' helps experienced business owners prepare for what’s next — whether that’s selling the company, handing it down to family, or stepping into a new venture. We guide you through valuations, partnership buyouts, documentation prep, and staff transitions so you can walk away with peace of mind and money in your pocket.
What’s Included
1. Business Valuation Services
- Professional valuation based on assets, revenue, and goodwill
- Market comparison and buyer-readiness score
- Audit of financial records and operational metrics
2. Partnership Buyout Planning
- Legal templates for buy-sell agreements
- Fair valuation method support
- Mediation support between partners if needed
3. Sale Prep Services
- Clean-up of books, contracts, and operating documents
- Due diligence checklist and seller package creation
- Confidential outreach to potential buyers or brokers
4. Succession Training for Family or Staff
- Training plans for next-gen leaders or internal managers
5. Tax & Legal Coordination
- Introduction to CPAs and attorneys specializing in business exits
- Guidance on minimizing capital gains and liability
- Asset vs. stock sale consultation
6. Exit Timeline & Strategy Session
- Personalized roadmap: 6-month, 12-month, or 2-year exit plan
- Milestone planning and action item tracker
- Ongoing accountability check-ins
Call to Action
Whether you’re retiring or reinvesting, exit with confidence.
We’ll guide you through every detail — from valuation to training your replacement.
❓ FAQs
Q: How do I know what my company is worth?
A: We help you calculate value based on revenue, assets, contracts, and profit — plus industry benchmarks.
Q: What's the best way to pass the business to my kids?
A: We help you train and transition leadership properly while setting up legal and financial structures to protect both sides.
Q: Do I need to clean up my books before selling?
A: Yes. Clean books can boost valuation and help the deal move faster. We guide you step-by-step.
Q: Can you help me stay involved after selling?
A: Absolutely. Many owners opt to stay as a consultant or minority owner. We help set that up legally and financially.
Q: Is this just for large fleets?
A: Not at all. Even owner-operators or small fleets benefit from proper exit planning — especially when transferring to a family member or selling to a buyer.