BIZBUILDERS / FREE ACTION PLAN

The 0–90 Exit Ready Checklist

12 actions to build stronger foundations, reduce owner dependence and create more choice.

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0 of 12 actions complete

Days 01–30: Get clearSet your destinationWrite down what you want your business and role to look like in three years.Establish your financial baselineRecord revenue, gross margin, operating profit and cash using current accounts.Map owner dependenceTrack a week of your time. List the tasks and decisions only you handle.Choose the biggest constraintPick what most limits profit or capacity. Set one measurable 90-day target.

Days 31–60: Build capacityDocument a critical processChoose a repeated task. Write the steps and define what good looks like.Assign a clear ownerAgree who owns the process, their decisions and when to escalate.Check your customer exposureIdentify major customers, revenue concentration and repeat business.Start a weekly reviewReview cash, margin, sales and progress against your chosen target.

Days 61–90: Create choiceTest a handoverStep out of a delegated process and note where it still needs you.Organise key business recordsIndex accounts, contracts, ownership and IP records. Note gaps for advisers.Review the numbers and workloadCompare your baseline with today. What improved and what stayed stuck?Plan the next 90 daysChoose three priorities with owners, measurable results and target dates.

My next actionOwner and target date

An action checklist, not a valuation or a promise your business will be ready to sell in 90 days.

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