The Five-Year Exit Plan: How to Sell on Your Terms

In this episode of Poised for Exit, Matthew Kulp, Senior Vice President of Wealth Management at HUB Retirement and Wealth Management, shares why time is one of the greatest advantages an owner can have when preparing for succession. Drawing from both his advisory work and his own firm’s five-year transition process, Matthew explains how early planning gives owners more options, stronger buyer readiness, and a clearer path to life after the sale.The conversation explores what it takes to prepare well before a sale is on the table, from understanding business value and exploring exit options to aligning partners, building the right advisory team, and navigating due diligence. Matthew also shares what his team learned while preparing their own firm for transition, including the importance of difficult conversations and choosing the best-fit buyer.For owners who want to exit on their terms, this episode makes one thing clear: preparation is what creates options. The sooner you start planning, the more control you have over your value, your buyer, your timeline, and your next chapter.Connect with Matthew Kulp hereLearn More About HUB’s Business Owner Advisory Services hereTake the Business Transition Readiness Assessment hereJoin the Business Owner Roundtable Series hereConnect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor