Business Exit Planning Client Data Consent Form

Secure Your Exit Planning Journey with Professional Data Consent

When guiding business owners through one of the most significant financial decisions of their lives, exit planning advisors need clear, documented consent for handling sensitive business and personal information. This Business Exit Planning Client Data Consent Form template provides a professional, legally-sound framework for obtaining authorization across all critical aspects of the exit process.

Built for Exit Planning Professionals

Whether you're a business broker, M&A advisor, succession planning consultant, or certified exit planning advisor (CEPA), this template helps you establish trust and transparency with clients from day one. The form covers essential consent areas including company valuation data, confidential financial records, buyer prospect research, deal structure negotiations, tax strategy coordination, and post-sale transition planning.

Comprehensive Consent Coverage

This template addresses the full spectrum of exit planning activities—from initial valuation assessments and market analysis through buyer identification, due diligence coordination, deal negotiation support, tax optimization strategies, and post-transaction transition assistance. Clients can clearly understand what data you'll collect, how it will be used, who may access it, and how long it will be retained.

Streamline Client Onboarding with Paperform

Built on Paperform's flexible platform, this consent form integrates seamlessly into your client onboarding workflow. Use conditional logic to show relevant consent sections based on service packages, collect electronic signatures with Papersign for legally binding authorization, and automatically route completed consents to your CRM or secure document storage.

Connect this form to your existing tech stack using Stepper to trigger automated workflows—send welcome packets, schedule kickoff calls, create client folders, and notify your team when new engagements begin. With Paperform's SOC 2 Type II compliance and enterprise-grade security, you can confidently handle sensitive business data while maintaining professional standards.

For exit planning advisors managing multiple clients simultaneously, this template provides the structure and documentation you need to maintain compliance, build client confidence, and focus on what matters most: maximizing value and ensuring successful transitions.