When an Exit Is on the Horizon

Planning considerations for business succession

For many business owners, the most consequential financial decision of their lifetime isn’t how they build their company—it’s how they transition out of it. Some of the most important exit decisions are made before a sale process formally begins, often years before a transaction closes.

Smart succession planning is about ensuring that the wealth created through years of hard work supports life after the exit. Owners who approach this phase thoughtfully often retain more control, experience fewer surprises, and achieve better after‑tax outcomes.