✅ Exit Planning Checklist

• 🔍 Review the original deal structure and agreed exit terms
• 📈 Run current market appraisal to confirm uplifted value (ARV)
• 💷 Calculate outstanding balances (mortgage, vendor finance, etc.)
• 📊 Run ROI and equity release calculations using latest figures
• 🏦 Contact broker to explore refinance options
• 🤝 Prepare property sale listing or pitch to tenant/investors
• ✍️ Draft and review legal documents for handover (if applicable)
• 📅 Set exit date and schedule handover milestones
• 📞 Notify seller and third parties of intended timeline
• ✅ Execute the exit and complete profit distribution

✅ ROI Calculator – Key Columns

• Property Address
• Purchase Price
• Total Investment (Deposit + Refurb + Legal)
• Monthly Rent
• Mortgage Payment
• Net Monthly Cashflow
• Annual Net Cashflow
• ROI % = (Annual Net / Total Investment) × 100
• Equity Gained (ARV – Loan – Costs)

✅ Deed of Assignment Template

THIS DEED OF ASSIGNMENT is made on [Date] between:

1. Assignor: [Your Company Name], of [Your Address]
2. Assignee: [Investor/Buyer Name], of [Their Address]

Background: The Assignor entered into a property agreement dated [Date of Original Agreement] with [Seller Name], regarding [Property Address].

Agreement:

1. The Assignor assigns all rights, obligations, and benefits under the original agreement to the Assignee.
2. The Assignee agrees to assume all responsibilities and continue the agreement as if they were the original party.
3. The Seller will be notified and agree in writing to this assignment.
4. This Deed is executed as a legally binding agreement under UK law.

Signed:

__________________________
Assignor

__________________________
Assignee

__________________________
Witness

✅ Investor Exit Summary Sheet