There’s no such thing as “too early” when it comes to exit planning.
The most common regret I hear from owners is: “I wish I’d started sooner.” Even if you’re not ready to sell for another two or three years, mapping out your exit timeline now gives you the chance to optimise every aspect of your business.
12–36 months out: Setting the stage
- Review your financials and address any anomalies.
6–12 months out: Fine-tuning
- Collect client testimonials and success stories to showcase loyalty.
- Resolve any outstanding compliance or legal issues.
3–6 months out: Entering the market
- Begin confidential conversations with potential buyers.
- Prepare your team and clients for upcoming changes where relevant – we can provide guidance on this.
The emotional checkpoint
Selling your firm is more than a transaction. Giving yourself the runway to get comfortable with this change will make the process less stressful and more rewarding.
Next Step:
If you’d like a clear, tailored exit planning timeline for your firm, we can map it out together — confidentially and without commitment.