Exit Strategies: Preparing to Sell, Scale Back, or Step Aside from Your Business

Exit Strategies: Preparing to Sell, Scale Back, or Step Aside from Your Business

One of the least talked-about — yet most critical — aspects of entrepreneurship is the exit. Whether you want to sell, pass the business on, or step away from day-to-day operations, this session prepares business owners for the next chapter.

We explore the four main types of exit strategies:

  • Selling to a third party (private equity, strategic buyer).
  • Internal sale (management or employee buyout).
  • Family succession.
  • Passive ownership (keeping equity but hiring leadership).

Topics covered:

  • Valuation basics: how to know what your business is worth.
  • Preparing the company for sale: financials, systems, and documentation.
  • Legal, tax, and emotional considerations.
  • Finding buyers, negotiating terms, and due diligence.

Speakers include founders who successfully exited — and those who didn’t — sharing lessons about timing, regret, and legacy.

A self-assessment exercise helps participants clarify their exit timeline, personal goals, and readiness level.

Participants leave with a Business Exit Checklist, and a better understanding of how to build their company as if they’ll own it forever, but could sell it tomorrow.

This session is perfect for mature businesses, lifestyle entrepreneurs, and mission-driven founders who want clarity and control over how the story ends — and what happens next.

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