Exit Planning for Indiana Business Owners: Why You Should Start 3 Years Before You Sell

Exit Planning for Indiana Business Owners

If you want to sell your business on your terms, planning needs to start long before the sale.

Why Last-Minute Planning Costs You

Waiting too long limits your ability to: - Reduce taxes - Improve profitability - Fix operational risks - Structure the deal strategically

A Practical 3-Year Exit Timeline

Year 3: Foundation

• Clean up financials
• Evaluate entity structure
• Identify risks and gaps

Year 2: Optimization

• Improve margins
• Build systems and processes
• Reduce owner dependency

Year 1: Execution

• Finalize deal structure
• Implement tax strategies
• Prepare for due diligence

Build the Right Advisory Team

A successful exit requires coordination between: - CPA (tax and financial strategy) - Attorney (legal structure) - Broker (market positioning) - Financial advisor (post-sale planning)

Tax Planning Drives Everything

Tax strategy impacts: - Deal structure - Timing of sale - Net proceeds

Plan Early, Exit on Your Terms



The earlier you start, the more control you have.

 Start your exit plan today—even if selling is years away.