Infinite Wealth Builder
Strategy Pillar

Business Exit Planning

Exit on Your Terms

75% of business owners regret selling. The difference between a dream exit and a nightmare is planning. Don't leave your life's work to chance.

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The Reality

Why Most Exits Fail

You've spent years building your business. But statistics show that the exit process is where most value is destroyed.

75%
Regret selling within 1 year
80%
Wealth locked in business
48%
Have no exit plan

The gap between knowing you need a plan and actually having one is where wealth is lost.

The "Three-Legged Stool"

Successful exits require all three legs to be strong:

  • ✓
    Business ReadinessCan it run without you? Are systems documented? Is the team ready?
  • ✓
    Personal ReadinessWhat will you do next? Are you emotionally prepared to let go?
  • ✓
    Financial ReadinessIs the net after-tax proceeds enough to fund your next chapter?

Your Choices

8 Exit Options Compared

Not all exits are created equal. The right path depends on your financial goals, timeline, and desired legacy.

🎯

Strategic Sale

Highest value, typically to competitor or industry player seeking market share or synergies.

💼

Private Equity

Capital injection or full buyout. Often requires staying on for 2-5 years during transition.

👥

ESOP

Employee Stock Ownership Plan. Significant tax advantages and preserves company legacy.

👨‍👩‍👧‍👦

Family Succession

Transfer to next generation. Complex family dynamics require careful planning.

🤝

Partner Buyout

Existing partner(s) purchase your shares. Clean transition with known buyers.

💰

Recapitalization

Take chips off the table while retaining ownership. Reduces risk, maintains upside.

📋

Management Buyout

Sell to your management team. They know the business, but financing can be challenging.

🔚

Liquidation

Wind down and sell assets. Last resort, but sometimes the right choice.

The Strategy

Building Wealth Beyond the Business

The biggest risk for business owners is having 80-90% of their net worth tied up in the business.

The Section 7702 Advantage:

By siphoning profits into a tax-free wealth engine (Section 7702) before the sale, you:

  • Diversify risk
  • Create liquidity for taxes or opportunities
  • Reduce dependence on the final sale price
  • Gain leverage in negotiations

"I don't HAVE to sell."

The most powerful words in any negotiation.

Questions

Exit Planning Q&A

Exit planning is complex. It requires coordination between legal, tax, and financial professionals.

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5-7 years before is ideal. 3 years is minimum for significant value enhancement. Start now, even if you don't plan to sell soon.
Valuation is complex (Income, Market, or Asset approach). Most owners overestimate value by 30-50%. Getting a professional baseline valuation is step one.
Strategies include Installment Sales, Charitable Remainder Trusts, Opportunity Zones, and Section 7702 integration. Planning must happen BEFORE the LOI is signed.
It's the systematic process of increasing your business's transferable value by reducing risk (owner dependence) and increasing growth potential.

The Best Time to Start Was 5 Years Ago

The second best time is today. Schedule a complimentary Exit Planning Consultation to evaluate your readiness and identify gaps.

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