Downloads.

Worksheets and checklists that go with the protocol.

• Exit Readiness check

  Fifteen questions on your life, money and business.

  Being written

• The number you need

  From the life you want after the sale to the sum the sale needs to give you.

  Being written

• Exit timeline

  Work back from a target date, quarter by quarter, up to 24 months out.

  Being written

• Value tracker

  The measures a buyer checks, each quarter, to see whether value is rising.

  Being written

• Heads-of-terms red flags

  The checks to make before you agree terms, and what to ask your solicitor.

  Being written

• Offer comparison sheet

  Up to three offers side by side, on what you keep, not the headline.

  Being written

• Tax on the sale

  Capital gains, Business Asset Disposal Relief and the completion date.

  Being written

• First year income plan

  The first twelve months after completion on one page.

  Being written

• Estate and gifting checklist

  Your estate, your gifts and your documents after the sale.

  Being written