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.
