Exit Strategy Section Overview
“This too shall pass.”
- Persian Proverb
Welcome to the fifth stage in the co-buying process: Develop an Exit Strategy.
Description
Learn how to craft a comprehensive exit strategy that ensures a smooth transition for all co-owners when it's time to part ways once you’ve become co-owners.
Why It’s Important
One hundred percent of co-ownership arrangements will end through full or partial sale, transfer, or death. In all cases, a plan for an orderly unwind improves outcomes for the parties involved. If we measure this by the return on investment of financial capital, social capital, time, and energy; the value of planning is crystal clear.
What You’ll Learn
To tackle a big challenge, like planning an exit strategy, break it down. It’s easier to solve smaller problems. You will learn:
✅ Why you need an exit strategy
✅ Common exit scenarios
✅ How to implement your exit strategy
Outcomes
By the end of this section, you'll have a clear roadmap for developing an exit strategy that safeguards your investment and relationships. Your exit strategy will provide you with practical benefits and peace of mind.
ℹ️ Note: This section is adapted from our original blog post, Co-ownership Exit Strategy: Plan, Protect, Maximize Returns.
Course Authors
Matt Holmes (LinkedIn) is co-founder and CEO of CoBuy, formed in 2016 to unlock homeownership for everyone. Before hopping a flight to Seattle to start CoBuy with his mother, Matt worked in investment banking and financial markets in London for a decade. He holds degrees from University College London (BSc Economics) and ESCP Business School (Masters, London & Turin).
Pam Hughes (LinkedIn) is Co-founder and COO at CoBuy. She has over 40 years of experience across finance, real estate, insurance, and construction. Pam has committed to personal empowerment through financial education for decades, which inspired her to start CoBuy with her son in 2016. She's best friends with a small dog known as Francis.
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