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Timeline Architecture
Begin preparing your succession plan three to five years prior to retirement. This window allows for proper vetting, training, and strategic positioning in the market.
After decades of building your business, the transition to retirement is one of the most consequential decisions you'll make. A well-crafted succession plan protects everything you've built.
“The best time to sell a business is when an owner least wants to—when it's running like a well-oiled engine.”
— Industry Insight
Understanding these critical elements will determine whether your business thrives or struggles after your departure.
Begin preparing your succession plan three to five years prior to retirement. This window allows for proper vetting, training, and strategic positioning in the market.
Engage a certified professional to determine your business's true worth by analyzing operations, finances, market potential, and industry trends.
Whether family, partner, employee, or third-party—finding and developing the right successor is often the most challenging aspect of transition planning.
Discover the seven key options for business succession, including ESOPs, family transfers, management buyouts, strategic acquisitions, and more. Each strategy offers unique tax advantages and...
Understanding buy-sell agreements, life insurance funding mechanisms, and the critical role of...
Continue Reading the Complete Guide
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The complete guide walks you through each phase in detail—here's an overview of what to expect.
Establish your timeline, personal goals, and what success looks like for you, your family, and your employees.
Clean financial statements, documented processes, and organized operations dramatically increase your business's value and attractiveness.
Assemble the right professionals—brokers, attorneys, accountants, and financial planners—to guide your transition.
With preparation complete, execute your plan with confidence and ensure a seamless handoff to new leadership.
Our detailed guide covers everything from tax-advantaged exit strategies to successor training frameworks—knowledge that typically requires expensive consultations.
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What You'll Discover Inside