Documenting the Exit Strategy in Your Business Plan

All investors greatly desire and are motivated by aof customers the firm had at the time? The business
clear picture of a company's exit strategy, or the timingplan should tie these metrics (e.g., exit price of $X per
and method through which they can "cash in" on theircustomer) to the business to determine its future price.
investment. This picture best comes into focus whenThe most common exit strategies in business plans
the key valuation and liquidity drivers of the companyare IPOs or acquisitions. While the method of exit is
are clearly delineated. An excellent method tonot always crucial, the investor often wants to see the
accomplish this is through descriptions of comparabledecision to better understand the management team's
firms that have had successful liquidity events, eithermotivation and commitment to building long-term value.
through acquisition, merger, of initial public offeringsIf acquisition is the selected exit path, then the business
(IPOs).plan should detail potential companies that might want
It is helpful to show other companies in your market, orto acquire the firm in the future and why. Likewise, if
similar companies in other markets, who havean IPO is expected in the future, the business plan
successfully exited, and how and why theseshould document the financial metrics of the company
companies were successful. For instance, were theythat make it ripe for this type of exit.
successful since they acquired a large customerIn most cases, investors only make money when the
base? Or were they successful since theybusiness reaches a successful exit event. As such, it is
accomplished fast growth or high profit margins? It iscritical that business plans explain the expected exit,
also important to tie their success to their exit price.detail why this exit was chosen and validate a realistic
Was the exit price based on earnings or the numberexit price.