How Far in Advance Should You Start Planning Your Exit?

Most owners underestimate how much time it takes to sell a business well. The truth? Your best outcomes often happen when you start planning years ahead—not months.

Why 2–3 Years Is Ideal:

• Time to optimize financial performance and boost valuation
• Ability to fix operational gaps that may scare off buyers
• Flexibility to time the market and avoid selling under pressure

The Risks of Waiting Too Long:

• Limited buyer interest
• Lower offers due to rushed preparation
• Missed opportunities for tax savings and deal structure advantages

Key Takeaway:
The sooner you start, the more control you have over your exit—and the more options you’ll have when it’s time to sign. Even if you’re not ready to sell today, the right plan now could mean millions more when you are.