Exit Planning

Deciding How and When Ownership Changes

Exit Planning begins long before a transaction is considered. For many owners, the challenge is not deciding whether to exit but understanding how timing, value, and personal priorities intersect with the business they have built.

Effective Exit Planning considers ownership readiness, leadership continuity, and financial implications simultaneously. If these elements are addressed separately, transitions often feel rushed or constrained by circumstances rather than being a deliberate choice.

Thoughtful business exit strategies provide owners with the opportunity to evaluate options without pressure. At Legacy & Succession, we help structure those conversations so that decisions reflect both the realities of the business and the responsibilities that extend beyond it, allowing transitions to unfold with preparation rather than urgency.