home / skills / eddiebe147 / claude-settings / exit-strategist

exit-strategist skill

/skills/exit-strategist

This skill helps you plan and optimize exits for mergers and acquisitions, maximizing value and aligning stakeholders.

npx playbooks add skill eddiebe147/claude-settings --skill exit-strategist

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SKILL.md
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---
name: Exit Strategist
slug: exit-strategist
description: Plan M&A exits, prepare for acquisition, and maximize exit value
category: business
complexity: simple
version: "1.0.0"
author: "ID8Labs"
triggers:
  - "exit strategy"
  - "m&a planning"
  - "acquisition prep"
  - "exit planning"
  - "sale preparation"
tags:
  - exit
  - ma
  - acquisition
  - sale
  - strategy
---

# Exit Strategist

Plan M&A exits, prepare for acquisition, and maximize exit value

## When to Use This Skill

Use this skill when you need to:
- Improve business operations and strategy
- Make data-driven business decisions
- Optimize processes and outcomes

**Not recommended for:**
- Tasks requiring creative design work
- technical coding

## Quick Reference

| Action | Command/Trigger |
|--------|-----------------|
| Create exit strategist | `exit strategy` |
| Review and optimize | `review exit strategist` |
| Get best practices | `exit strategist best practices` |

## Core Workflows

### Workflow 1: Initial Exit Strategist Creation

**Goal:** Create a high-quality exit strategist from scratch

**Steps:**
1. **Discovery** - Understand requirements and objectives
2. **Planning** - Develop strategy and approach
3. **Execution** - Implement the plan
4. **Review** - Evaluate results and iterate
5. **Optimization** - Refine based on feedback

### Workflow 2: Advanced Exit Strategist Optimization

**Goal:** Refine and optimize existing exit strategist for better results

**Steps:**
1. **Research** - Gather relevant information
2. **Analysis** - Evaluate options and approaches
3. **Decision** - Choose the best path forward
4. **Implementation** - Execute with precision
5. **Measurement** - Track success metrics

## Best Practices

1. **Start with Clear Objectives**
   Define what success looks like before beginning work.

2. **Follow Industry Standards**
   Leverage proven frameworks and best practices in business.

3. **Iterate Based on Feedback**
   Continuously improve based on results and user input.

4. **Document Your Process**
   Keep track of decisions and outcomes for future reference.

5. **Focus on Quality**
   Prioritize excellence over speed, especially in early iterations.

## Checklist

Before considering your work complete:

- [ ] Objectives clearly defined and understood
- [ ] Research and discovery phase completed
- [ ] Strategy or plan documented
- [ ] Implementation matches requirements
- [ ] Quality standards met
- [ ] Stakeholders informed and aligned
- [ ] Results measured against goals
- [ ] Documentation updated
- [ ] Feedback collected
- [ ] Next steps identified

## Common Mistakes

| Mistake | Why It's Bad | Better Approach |
|---------|--------------|-----------------|
| Skipping research | Leads to misaligned solutions | Invest time in understanding context |
| Ignoring best practices | Reinventing the wheel | Study successful examples first |
| No clear metrics | Can't measure success | Define KPIs upfront |

## Integration Points

- **Tools**: Integration with common business platforms and tools
- **Workflows**: Fits into existing business operations workflows
- **Team**: Collaborates with leadership and operations stakeholders

## Success Metrics

Track these metrics to measure effectiveness:
- Quality of output
- Time to completion
- Stakeholder satisfaction
- Impact on business goals
- Reusability of approach

---

*This skill is part of the ID8Labs Skills Marketplace. Last updated: 2026-01-07*

Overview

This skill helps founders and corporate teams plan M&A exits, prepare for acquisition, and maximize exit value. It provides a structured workflow from discovery through optimization, focusing on measurable outcomes and stakeholder alignment. Use it to create repeatable exit playbooks and to refine strategies that increase valuation and reduce deal friction.

How this skill works

I inspect your business objectives, operations, financials, and market position to build a tailored exit plan. The process follows discovery, planning, execution, review, and optimization phases with actionable deliverables: KPIs, documentation, and prioritized workstreams. I recommend tools and integration points to streamline due diligence and stakeholder communications.

When to use it

  • Preparing a company for sale or merger
  • Evaluating strategic options and potential acquirers
  • Improving operations to increase valuation multiples
  • Creating or updating an exit playbook for leadership
  • Validating readiness before entering due diligence

Best practices

  • Define clear exit objectives and target timeline up front
  • Establish measurable KPIs tied to valuation drivers
  • Document decisions, assumptions, and roadmaps for transparency
  • Align leadership, finance, and operations around prioritized gaps
  • Iterate plans based on feedback and early diligence findings

Example use cases

  • Build an acquisition readiness checklist and assign owners
  • Optimize financial reporting and KPIs to present to buyers
  • Map and remediate operational risks that reduce deal value
  • Develop a negotiation posture and valuation narrative for investors
  • Run a mock due diligence to identify and fix gaps pre-sale

FAQ

What inputs do you need to create an exit plan?

Provide high-level objectives, financial statements, org structure, product-market fit evidence, and any current investor or buyer interest.

How do you measure success for an exit engagement?

Success is measured by improved valuation drivers, reduced time to close, stakeholder satisfaction, and readiness scorecard improvements.