Business Exit Planning for Owners

A simple guide for owners planning an exit from a profitable, cash-flowing business.

Exit planning is not only about price

Most owners also care about timing, people, customers, and peace of mind. A good exit plan keeps all of those in view.

Questions worth answering early

  • Do you want a full exit or a transition period?
  • Is the business still strongly dependent on you?
  • Are the numbers clear enough for a serious conversation?
  • What happens to staff and key customers after closing?
  • How much time do you want before a transaction happens?

Stronger exits usually have

  • Positive cash flow
  • Clean enough records
  • Stable operations
  • A credible management handover
  • A realistic story about risk

Start before you feel urgent

Owners usually get a better outcome when they start the conversation while the business is healthy, not after pressure shows up.