Who this is for
Owners who know they will not run this forever, even if the sale, gift, or handoff is still years away.
Before you need the money
Business Transition, Sale & Exit Planning
Prepare the company, and your personal finances, for a sale, succession, or a slower role, on your timeline.
The sale is not the plan. The plan is what your life costs after the sale, who can run the company without you, and how much optionality you still have if the market is wrong.
We start earlier than most owners expect, because the work that increases value and reduces key-person risk is not a last-year project.
Whether you sell to a third party, gift to family, or recapitalize, we help you see the personal-finance consequences before you are in a letter of intent.
What you should walk away with
- An honest read on exit readiness: financial, operational, and personal
- A target range for what the business needs to be worth to fund your next chapter
- Coordination with transaction counsel, CPAs, and valuation professionals
- A personal plan that does not assume the check arrives on schedule
Try a related tool
Walk away with a number or a score before you book time. Every result is illustrative only.
Illustrative range
Business Valuation Estimator
Revenue, profit, industry, and growth in. An educational valuation range and a simple 3- and 5-year sketch out.
2 minutes
Open Business Valuation EstimatorAfter a sale
Owner Wealth Gap
See whether an illustrated sale, plus what you have invested today, could support the income you want later.
2 minutes
Open Owner Wealth GapReady to talk about business transition & sale?
Rusty will tell you if this is the right starting point, or if another part of the work should come first.