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Exit Planning
At some point, every business owner leaves their business—voluntarily or otherwise. Whether you’re planning to exit in 2 years or 10, preparing early gives you more options, better outcomes, and fewer regrets.
At ClearSky CPA, we work with business owners to develop personalized, proactive exit strategies that maximize value, minimize taxes, and support a smooth transition. Whether your goal is to sell, transfer, or scale back, we’ll help you exit with clarity and control.
Why Start Now?
Time is your most valuable asset when it comes to exit planning. Starting early allows you to:
- Maximize Business Value: Strengthen your financials and key value drivers before buyers scrutinize them.
- Avoid Last-Minute Pitfalls: Identify risks and gaps early—before they derail your deal or reduce your payout.
- Ensure a Smooth Transition: Create a clear plan for transferring leadership, ownership, and operations without disruption.
Don’t wait until you’re tired, burned out, or forced to exit under pressure. The best exits happen by design, not by default.
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Phase 1: Discover
- Assess both Owner Readiness and Business Readiness
- Complete your Value Builder Score, PREScore™, and Freedom Score
- Receive a customized exit checklist and initial action plan
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Phase 2: Prepare
- Implement strategies to improve your company’s valuation
- Coordinate with your legal, wealth, and tax advisors
- Meet regularly to track progress toward your ideal exit
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Phase 3: Decide
- Reassess goals, value, and market conditions
- Decide whether to keep, sell, scale back, or bring in a successor
- Finalize your strategy, transition plan, and post-exit roadmap
Take the Next Step with Confidence
Whether you're just starting to think about an eventual exit or actively planning one, this free guide will help you evaluate where you stand—and where to focus next. It’s a practical resource we recommend to every business owner we advise.
Ready to Plan Your Ideal Exit? You’ve worked hard to build your business. Let’s make sure you get the return and the transition you deserve. Call us at (850) 275-9276 or Request a Consultation.