Prepare for Your Lifetime’s Largest Transaction – 5 Tenets of Exit Planning

exit planning

All too often Business Owners skip the planning phase resulting in post-exit remorse leaving significant wealth on the table.

failing to plan


An exit is usually a lifetime’s single largest financial transaction and usually a majority of owners’ net worth is tied up in their business. It is imperative to prepare and begin two to five years earlier as business value enhancements, tax planning, market timing and the sale or transition process all need to be strategically mapped out, implemented and aligned.

Here is a great article…

5 Core Tenets of Exit Planning.

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