EPISODE · Aug 22, 2025 · 3 MIN
Preparing to Exit Your Business: Key Steps for a Successful Sale
from The Family Office Insider · host Jason Nagel
Thinking about selling your business in the next few years? The sooner you start preparing, the more value you’ll unlock when the time comes. In this episode, Jason Nagel shares practical strategies that every business owner should consider well before meeting with a broker or valuator.We cover:Why planning your exit from day one increases business valueHow to structure your investment pools for tax-efficient withdrawals after the saleThe importance of understanding what you need from the sale to reach your retirement goalsWorking with business valuators and brokers to know the true worth of your companyThe role of proper corporate structure in minimizing taxesHow business consultants can boost value years before you sellCleaning up financials, contracts, and operations to make your company more attractive to buyersIf you want to maximize your after-tax proceeds, protect your wealth, and sell on your terms, this episode is for you.Learn more at Three60Wealth.ca#BusinessExit #WealthPlanning #BusinessOwner #TaxPlanning #RetirementPlanning #BusinessValuation #FamilyOffice #BusinessConsulting #SellYourBusiness
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Preparing to Exit Your Business: Key Steps for a Successful Sale
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