Exit Strategy Planning for Business Owners

Plan Ahead. Exit Smart. Protect the Legacy You've Built.

Most business owners are so focused on running their companies that they delay planning for their exit—until it’s too late. But here’s the reality: successful exits are built, not improvised.

With the right strategy, timeline, and structure in place, you can significantly increase your business’s value, attract the right buyers, and avoid costly mistakes. That’s where Joshua Carnes and the team at Lion Business Brokers come in.

Why Exit Planning Matters

More than half of businesses listed for sale never sell. The reasons? Lack of preparation, poor financial reporting, overreliance on the owner, and limited buyer appeal.

Exit planning addresses these issues head-on by helping you:

  • Increase Transferability: Ensure your business can run without you

  • De-Risk the Deal: Resolve red flags that scare off buyers or kill deals

  • Maximize Value: Focus on the drivers that boost valuation multiples

  • Control the Narrative: Shape your business story before it hits the market

Whether you plan to exit in 1 year or 5, starting now gives you leverage, options, and peace of mind.

Request your free and confidential listing consultation today

+1 (800) 525-3542

Key Areas We Help Business Owners Improve

✅ Owner Dependency

We help reduce reliance on the founder by strengthening systems, processes, and team leadership—making your business more attractive and scalable.

✅ Financial Readiness

We work with you (and your CPA or CFO) to clean up financials, clarify discretionary earnings, and model potential deal structures.

✅ Operational Systems

From SOPs to KPIs, we evaluate where efficiencies can be improved, documented, and scaled—so a buyer can step in with confidence.

✅ Customer & Vendor Transferability

Buyers want to know key relationships will continue. We help build stability and structure into those connections.

✅ Growth Story & Market Positioning

We shape your go-to-market story so buyers see potential—not problems. This includes aligning marketing, customer concentration, and competitive advantages.


Who Needs an Exit Plan?

If you’re a business owner who:

  • Expects to sell your company in the next 1–5 years

  • Is unsure of what your business is worth or how to improve value

  • Has built a profitable company but hasn’t created a true succession plan

  • Wants to exit on your own terms—with clarity, control, and confidence

…then exit planning isn’t optional. It’s essential.

Is Your Business Ready for Exit?
Let’s Find Out

Our Process

We begin with an Exit Readiness Assessment, followed by a custom roadmap that addresses:

  • Timeline & Owner Goals

  • Business Valuation or Value Gap Analysis

  • Key Risk Areas

  • Strategic Improvements

  • Pre-Sale Positioning

Whether you’re looking to grow-to-exit or start prepping now for a sale down the road, we tailor the plan to your needs.

Schedule a confidential consultation with Joshua Carnes and get your free Exit Readiness Assessment.