Learn · Exit Planning
What is exit planning for a business owner?
Exit planning is the process of preparing to transition out of your business, through a sale, internal succession, or gradual step-back, in a way that maximizes value, manages the tax impact, and converts the business into lasting personal wealth. It coordinates business valuation, tax-aware planning, and personal financial planning.
Why it starts years early
The runway before an exit is when value gets built and taxes get managed. Waiting until a buyer appears narrows your options and usually costs money. The most expensive exit is an unplanned one.
Good exit planning answers the questions owners actually lose sleep over: what is the business worth, what will I keep after taxes, and will the proceeds support the life I want?
Common questions
Earlier than most owners think, ideally several years before a sale. That runway is when value is built and the tax outcome is shaped.
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