Exit Strategy Consulting Session Booking Form

Exiting your business is one of the most significant decisions you'll ever make as an owner. Whether you're considering succession planning, selling to a strategic buyer, or exploring other transition options, having the right guidance makes all the difference. This exit strategy consulting session booking form helps business owners schedule confidential consultations with experienced advisors who understand the complexities of business transitions.

Using Paperform's scheduling capabilities, this template allows you to book appointments at times that work for your calendar while capturing essential information about your business, valuation drivers, and exit preferences. The form intelligently adapts based on your responses, ensuring your consultant arrives prepared to discuss your specific situation.

This form is designed for business owners, founders, and executives across industries including consulting, professional services, manufacturing, and private equity-backed companies. Exit strategy consultants, M&A advisors, business brokers, and succession planning firms can use this template to streamline their client intake process while maintaining the confidentiality these sensitive conversations require.

The form captures critical details like business valuation drivers, revenue metrics, succession versus sale preferences, timeline flexibility, and whether you're interested in confidential buyer searches. With Paperform's conditional logic, follow-up questions adapt to each situation—whether you're planning a family succession in five years or exploring immediate sale opportunities.

Once a session is booked, you can use Stepper to automate your consultation workflow: send calendar invites, deliver pre-session questionnaires, prepare custom valuation reports, and follow up with next steps—all without manual effort. For consultations that lead to formal engagements, Papersign makes it simple to send advisory agreements and NDAs for secure eSignature, keeping everything connected to your original consultation booking.

Built for SMB advisory firms that value both client experience and operational efficiency, this template helps you capture qualified leads, demonstrate expertise from first contact, and maintain the trust required for these highly confidential conversations.