5 Actions to Set Up Your Business With Your Exit in Mind, From a Wealth Adviser

ARTICLE SUMMARY

  • It’s important to plan your business exit early, even at the start, to build value and avoid last-minute crises when you’re ready to transition or sell.

  • Maintain clean, transparent financials and aligned legal structures so your business is attractive to potential buyers or successors.

  • Develop a scalable business model that can operate without you and protect key assets with professional legal and financial guidance.

  • Think long-term about your goals — whether full exit, partial sale, or phased retirement — and integrate these plans with broader retirement and wealth strategies.

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