A Real World Guide To Business Exit

One of the most overlooked provisions in the One Big Beautiful Bill Act allow business owners to exclude 100% of their capital gains when selling their business.

It also expands the definition of a small business AND raises the cap on total capital gains that can be excluded.

However, selling a business is all about preparation and the decisions you make today will have a major impact on the success of and the return on your sale whether it's happening soon or well into the future.

We've put together our "Real World Guide to Business Exit" which helps you understand what you need to do to prepare yourself to sell, from getting your financials in order to preparing yourself, your family and your key employees emotionally.

Business Sale & Exit

Are You Ready To Exit?

Most business owners fail to maximize the value of their business at sale due to a lack of preparation. Failing to prepare your financials, operations, etc., and a lack of insight into a system engineered to facilitate a quick close.Your business has tremendous value, don't sacrifice it to a system designed to exploit your lack of experience.

Where Do Business Exits Fail?

More often than not, at the beginning. Most business owners focus on the endgame, overlooking the preparation required to achieve optimal results during the sale or transition of their business. This oversight results in misaligned expectations, insufficient due diligence, and disappointing outcomes. With proper preparation and strategic foresight, you can navigate your transition effectively and maximize value.

Why Do Exits Fail?

Fragmentation. As a business owner looking to sell, the system is not designed to maximize your return. It's an assembly line. Lawyers, bankers, accountants, brokers are all working in their siloes and they are motivated to complete their piece and move on. At C&A, we focus on your return and your comfort and education throughout the process.

The Cost of Fragmentation

If you’re a business owner, fragmentation in the financial services industry is costing you in ways you probably don’t recognize.

You probably have a CPA, a financial planner, banker, etc. that you talk to from time to time, but when was the last time they talked to each other?

In the process of selling your business, uncoordinated efforts between brokers, attorneys, bankers, accountants, and valuation experts are highly inefficient. Each operates in their silo, leading to miscommunication, duplicated efforts, missed opportunities, and costly delays that will dramatically diminish your return on investment.

There is a better way.

Set Up a Meeting

Let's talk about your goals, your challenges, and identify areas for improvement. If there is a fit, we can execute a no-cost assessment that could have a significant impact on your financial future.

As a business owner, you wear a lot of hats — visionary, leader, problem solver, and sometimes...

After no small amount of drama and hand-wringing, President Trump's "One Big Beautiful Bill Act"...

The software and technology industry is dynamic and complex, and tax planning can be just as...

When it comes to taxes, the construction industry has its own set of unique considerations. From...