Most owners wait too long to plan an exit. Realistic exit planning starts 3–7 years before the intended sale, so the decisions that drive valuation can be made early enough to matter.
A 3- to 7-year plan with milestones — valuation targets, financial preparation, structural moves, market conditions to monitor.
Identifying and improving the metrics that move valuation multiples — customer concentration, recurring revenue, owner dependence, growth trajectory.
Multi-year tax projection of the eventual sale, including federal and state, QSBS qualification, installment-sale analysis, and trust considerations.
Entity restructuring, holding-company setup, owner-comp normalization, and other structural moves that need years of seasoning before sale.
Customer contracts, vendor agreements, employment documentation, and internal controls built to survive deep diligence.
Owner role definition during transition, key-employee retention, knowledge documentation, and post-sale role expectations.
Exit planning is for owners who can see the sale within 3–7 years and want to maximize what they walk away with — not just take the first offer.
Owners who built the business over 10+ years and want the exit to reflect what they created.
Multi-generation businesses where exit may mean internal transition or external sale — and the choice matters.
Owners within a decade of retirement who want the exit horizon clear before personal financial planning locks in.
A complimentary 30-minute consultation. We review your situation and tell you honestly whether Milestone is the right firm.
