Exiting a business is one of the most significant milestones in an owner’s life—financially, emotionally, and strategically. For most owners, their company represents decades of hard work and is often their largest financial asset. Yet many are unprepared for the complex realities of transition: structuring deals, minimizing taxes, preparing successors, managing liquidity, and preserving legacy.
From technical strategies like valuation methods, liquidity planning, and tax-smart structuring, to broader considerations such as leadership transitions, emotional readiness, and legacy planning, these materials