Exit Planning

SBA lenders want two to three years of clean tax returns supporting the earnings you are selling on. Here is what to fix now, by industry.

Selling or exiting a business is a major milestone. It’s not just about handing over the keys; it’s about securing your financial future and ensuring the business you built continues to thrive. If you’re a Utah business owner ready to take this step, you need a clear, effective plan. This exit strategy guide will walk you through the essentials, helping you feel confident and prepared every step of the way. Why You Need an Exit Strategy Guide An exit strategy is your roadmap

Selling or transitioning your business is a big step. It’s not just about handing over the keys; it’s about securing your future and maximizing the value you’ve built. That’s why mastering an exit strategies guide is essential. When you plan carefully, you can leave your business on your terms, with confidence and clarity. Let’s walk through the key steps to help you create a solid exit plan. I’ll share practical advice, clear examples, and actionable tips to make this proces

If you're a small business owner, here's a sobering statistic: Up to 80% of businesses put on the market ultimately fail to sell. The dream of a successful exit—a big check and a comfortable retirement—often remains just that, a dream. The good news? You can dramatically change your odds. A successful exit isn't luck; it's the result of deliberate planning, often years in advance. As business brokers who facilitate successful mergers and acquisitions (M&A) every day, we know