Exit Strategy: Preparing Yourself

Preparing yourself and your family can be one of the most overlooked parts of a business sale and exit strategy. But it goes beyond maximizing tax efficiency and unlocking newfound wealth—it’s a monumental transition filled with emotional considerations. This article outlines key questions and critical areas of considerations for business owners and provides a hypothetical case study of how a company founder can maximize after-tax proceeds from a sale. 

As you prepare yourself, it’s equally important to prepare your company for your business sale and exit.