Exit Strategy Worksheet

What's inside

• A how-to page

  Step-by-step instructions, five planning notes (selling in tranches, holding period, limit orders, setting tax money aside, record keeping) and a quick tax reference.

• 10 asset worksheets

  One page per asset: symbol, quantity held, current price, cost basis per coin, and holding period (long or short).

• Up to 10 sell tranches per asset

  Enter a sell price and quantity; gross proceeds, estimated tax and net proceeds fill in, with totals and the quantity left over.

• Room for your reasoning

  A notes box on every page for why you picked those prices, so the plan makes sense when you come back to it.

The 11-page PDF uses simplified example rates: 15% for long-term and 30% for short-term holdings. They are not your tax. The auto-calculating fields work in Adobe Acrobat Reader (free); browser PDF viewers and Mac Preview don't run them, so you can fill those in by hand.