Free Templates

Exit Strategy Templates

Stop starting from scratch. Download proven exit strategy frameworks tailored to your business type. Each template includes checklists, timelines, and actionable steps.

What's Included in Every Template

Step-by-Step Roadmap

Month-by-month action plan

Document Templates

Ready-to-use frameworks

Checklists

Nothing gets forgotten

Real Examples

Learn from successful exits

Bootstrapped SaaS Exit (Under $5M)

Perfect for indie hackers and bootstrapped founders planning their first exit

10-15 pages
Google Docs + Notion

What's Included:

6-12 month exit preparation timeline
Financial cleanup checklist
Buyer persona identification worksheet
Valuation calculator and comps
Email templates for buyer outreach
Due diligence document list
Negotiation framework
Post-exit transition plan

VC-Backed Startup Exit ($5M-$50M)

For venture-backed companies preparing for acquisition or strategic exit

20-30 pages
Google Docs + Excel

What's Included:

18-month strategic exit roadmap
Board presentation templates
Investor communication guidelines
Competitive positioning analysis
Financial model with projections
Executive summary template
M&A advisor evaluation criteria
Term sheet negotiation guide

Lifestyle Business Exit

For profitable, founder-operated businesses seeking life-changing exits

8-12 pages
PDF + Google Docs

What's Included:

Business systematization checklist
Founder dependency reduction plan
Customer retention strategies
Financial documentation guide
Lifestyle-to-scalable transition
Individual buyer targeting
Seller financing options guide
Transition and handoff plan

Acqui-hire Strategy

When your team is more valuable than the product—strategic talent acquisition

6-10 pages
Notion + Slides

What's Included:

Team value proposition template
Talent portfolio creation guide
Technology assessment framework
Strategic fit analysis
Compensation negotiation guide
Employee retention incentives
Cultural alignment checklist
Integration planning template

Merger/Consolidation Play

For combining with competitors or complementary businesses for market power

15-25 pages
Google Docs + Excel

What's Included:

Merger candidate identification
Synergy analysis framework
Combined entity projections
Governance structure options
Cultural integration plan
Customer migration strategy
Technology consolidation roadmap
Post-merger optimization plan

How to Use These Templates

1

Choose Your Template

Pick the template that matches your business type and exit goals

2

Customize for Your Business

Fill in your specific details, metrics, and timeline

3

Execute & Track Progress

Follow the roadmap and check off items as you complete them

Bonus Resources Included

📊 Financial Model Templates

Pre-built Excel/Google Sheets models for projecting revenue, expenses, and valuation scenarios

  • • 3-5 year financial projections
  • • Scenario analysis (best/base/worst case)
  • • Cap table and dilution modeling

📧 Email Templates

Word-for-word templates for reaching out to buyers, investors, and advisors

  • • Initial buyer outreach
  • • NDA request and follow-up
  • • Offer negotiation responses

📑 Document Checklists

Complete lists of every document you'll need for due diligence

  • • Financial documents (100+ items)
  • • Legal agreements and contracts
  • • Technical documentation

🎯 Buyer Persona Worksheets

Identify and target the right buyers for your specific business

  • • Strategic vs financial buyers
  • • Ideal buyer profile builder
  • • Targeting and outreach strategy

Download All Templates Now

Get instant access to all 5 exit strategy templates plus bonus resources. No credit card required—just enter your email.

✅ Instant download  •  ✅ No spam, ever  •  ✅ Updates when templates improve

EvalyMe Logo
EvalyMe
AI-Powered

Plan your app's exit like a pro with our AI-powered valuation tool and exit strategy coach.

500+ founders
$50M+ valued

Product

  • Features
  • Pricing
  • Case Studies

Resources

  • Valuation Guide
  • Exit Playbook
  • Case Studies

Company

  • Contact
  • Privacy
  • Terms

© 2025 Evaly.Me

Secure & Trusted
β 1.12.09
All systems operational

📣Subscribe to The Exit Signal

Get founder-first insights, cheeky growth tips, and SaaS exit signals straight to your inbox. No spam, just signal. 🚦

"Smart founders plan their exit before they need it. Get the insights that separate successful exits from fire sales."