Module 4: Strategic Growth & Exit Planning

Course: Scaling Your Business
Duration: ~50 minutes
Lessons: 5
Outcome: You have a clear growth strategy and understand your exit options.

Lesson 4.1: Strategic Planning for Scale

The Strategic Planning Framework: Vision, Annual Goals, Quarterly Initiatives. The SWOT Analysis.

Lesson 4.2: Product & Service Expansion

The Expansion Matrix: Upselling, Cross-selling, New Services, New Markets.

Lesson 4.3: Market Positioning & Differentiation

The Specialist Advantage, Niche Selection, and Building Competitive Moats.

Lesson 4.4: Risk Management & Business Continuity

Key Business Risks, Business Continuity Plan, Insurance, and Emergency Fund.

Lesson 4.5: Exit Planning & Options

Exit Options, What Buyers Look For, The 8 Drivers of Value, and Exit Timeline.

Module 4 Quiz

1. How far should your vision extend?

• a) 1 month
• b) 3-5 years ✓
• c) 50 years
• d) No vision

2. When should you start exit planning?

• a) Day of sale
• b) 3+ years before ✓
• c) Never
• d) After retiring

Module 4 Agent Prompt

"Alex, I'm ready to plan for strategic growth. Please have Maya facilitate strategic planning, Riley model expansion scenarios and exit options, and Kai prepare the business for scale."