Business Owner Exit Readiness

The process of evaluating multiple aspects of the business and the owner’s personal situation to ensure that the business, the owner, and key stakeholders are adequately prepared for a transition of ownership or leadership. The goal is to ensure the owner is financially, emotionally, and operationally prepared for a successful exit, whether through a sale, merger, or succession. Key factors include personal and financial readiness, business valuation, succession planning, operational readiness, market readiness, legal and tax planning, emotional readiness, an established exit timeline.