
Why Exit Planning Starts 2-5 Years Before You Exit
Exit planning works best when it starts well before an actual sale. This 2-5 year timeline provides just enough room to grow value, patch gaps,

Exit planning works best when it starts well before an actual sale. This 2-5 year timeline provides just enough room to grow value, patch gaps,

What buyers look for in a business and how to prepare comes down to transparent figures, consistent growth, and seamless daily operation. Buyers care about

How to increase your business valuation before exit is about identifying opportunities to demonstrate stronger growth, more stable earnings, and clear market fit to buyers

Key Takeaways Developing an exit plan—preferably several years in advance—will help you control how you exit your business. Don’t wait, and don’t make exit planning
With 27 years of experience, Joel S. Smith, CPA helps business owners make sense of their finances and drive profitability. A UC Berkeley grad with a Master’s in Taxation, he’s a Certified Public Accountant (CPA) and Certified Management Accountant (CMA).
Joel has worked across industries like real estate, construction, and professional services. As a member of the CFO Project, he provides business owners with the clarity and strategy they need to grow.


