🧰 Exit Plan Toolkit: Download Your Final Resources
Use the tools below to complete your Final Exit Plan Workshop. These resources are designed to help you get clear, confident, and fully in control of your property business exit strategy.
📄 1. Exit Planning Worksheet
This simple yet powerful worksheet helps you map your desired exit path — whether that’s selling, refinancing, holding, or a phased exit. Clarify your timeline, financial objectives, and team support.
Exit Strategy: ___________________________________________ Target Exit Date: ___________________________________________ Reason for Exit: ___________________________________________ Preferred Exit Type: ☐ Sell to Investor ☐ Sell on Open Market ☐ Refinance & Hold ☐ Pass to Family ☐ Other: ___________________________________________ Top 3 Assets to Exit: 1. ___________________________________________ 2. ___________________________________________ 3. ___________________________________________ Advisors I Need to Speak To: ☐ Solicitor ☐ Accountant ☐ Mortgage Broker ☐ Estate Agent ☐ JV Partner ☐ Family Member ☐ Other: __________
📧 2. Sample Investor Exit Email
Use this professional template to notify JV partners, lenders, or private investors of your planned exit and next steps.
Subject: Exit Plan Update – [Your Company Name] Hi [Investor Name], I wanted to give you a quick update regarding our investment and future plans. As part of our portfolio strategy, we’re planning an exit from [Property or Project Name] by [Target Date]. Our intention is to [Sell / Refinance / Transition Ownership] in a way that maximises returns and ensures transparency for all parties. If you’d like to discuss next steps or have any questions, I’m happy to arrange a call this week. Thank you for your continued trust and partnership. Warm regards, [Your Name] [Your Contact Info]
📃 3. Strategy One-Pager (For Solicitor or Lender)
Summarise your entire exit strategy in one page to send to lenders, solicitors, or new JV partners. Use this to build confidence and show clarity.
Deal Exit Summary: • Property: __________________________ • Ownership: Personal / Ltd Company / JV • Exit Plan: Sell / Refinance / Transfer Equity • Timeline: _______________ • Legal Steps Required: ______________________ Key Contacts: Solicitor: ______________________ Accountant: _____________________ Broker: _________________________ Notes: ________________________________________________ ________________________________________________
📅 4. 30 / 60 / 90 Day Action Tracker
Break your plan into practical chunks so it actually gets done. This tracker keeps you focused and accountable.
🗓️ 30 Days – Quick Wins: • _______________________________________ • _______________________________________ • _______________________________________ 🗓️ 60 Days – Intermediate Actions: • _______________________________________ • _______________________________________ • _______________________________________ 🗓️ 90 Days – Finalise Exit: • _______________________________________ • _______________________________________ • _______________________________________ Review Date: _______________
📥 Ready to Begin?
Copy each section into your personal documents or print them off. Alternatively, paste them into Google Docs, Word, or Notion to keep everything organised.
🎯 Pro Tip: Set a reminder for 30 days from now to review your progress!
Well done again for completing the full training. Now it’s your move.
To Your Continued Success,
Dennis Rocke