What Issues Should I Consider When Planning for the Sale, Disposition, or Succession of My Business?

A strong exit plan is rarely built in the final year before a sale. It's built over years, deciding who takes over, understanding what the business is worth, and structuring the eventual transaction in a tax-efficient way.

Valuation in particular tends to surprise owners, sentimental value and market value are rarely the same number, which is exactly why an outside appraisal earns its cost.