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You built the business. Now build the plan for what comes next.
Exit planning is not just about the transaction. It's about building a business that's transferable — and a personal financial plan that doesn't depend entirely on the sale.
The Challenge
Most business owners exit without a plan.
The majority of business owners don't have a written exit plan. Many haven't had a formal business valuation. And most haven't coordinated their exit strategy with their tax, estate, and personal financial planning.
The best time to plan your exit is long before you're ready to leave. The decisions you make today — about business structure, key employee retention, financial reporting, and ownership — will significantly affect the value you ultimately realize.
Why It Matters
The stakes of an unplanned exit
- An unplanned exit often results in a lower sale price or less favorable terms
- Tax consequences of a business sale can be significant without advance planning
- Family succession without a plan can damage both the business and family relationships
- Retirement income planning must be coordinated with exit proceeds
- Estate planning and wealth transfer require coordination with the exit strategy
Strategies to Consider
Exit and succession strategies to consider
Exit and succession planning involves complex legal, tax, and financial considerations. All strategies should be reviewed with qualified legal, tax, and financial professionals.
How Strategy360 Helps
Coordinating your exit strategy.
- Help develop a written exit plan coordinated with your overall financial strategy
- Facilitate business valuation coordination with qualified professionals
- Coordinate exit planning with tax, estate, and personal wealth planning
- Work alongside your legal, tax, and M&A advisors throughout the process
- Help ensure the plan is reviewed and updated as the business and your goals evolve
Questions to Ask
- 1.Do you have a written exit or succession plan?
- 2.Do you know approximately what your business is worth today?
- 3.Have you thought about who will own the business after you?
- 4.Is your exit strategy coordinated with your tax and estate planning?
- 5.What does your financial picture look like after the business is sold or transitioned?
- 6.Are you building a business that could run without you?
Ready to explore your options?
Schedule a strategy session and let's discuss what may be most relevant to your situation.
Start Your Exit Readiness Review