How to Successfully Exit Your Business: A 10-Year Planning Roadmap

Selling your business may be the biggest financial decision you'll ever make. But a successful exit involves much more than finding a buyer and negotiating the best price.

What does proper exit planning actually look like? And how can working with a multi-family office help you maximize the value of your life's work while preparing for the next chapter?

In this episode of the Family Office Insider Podcast, Jason Nagel, founder of Three60 Wealth, walks through a comprehensive business exit planning roadmap, beginning ten years before a potential sale and continuing well into retirement.

Jason explains how a multi-family office acts as the financial quarterback for business owners, coordinating accountants, lawyers, investment professionals, insurance specialists, and M&A advisors to ensure every aspect of their financial planning works together.

In this episode, you'll learn:

• Years 10–7 | Build: Establishing a comprehensive wealth plan, organizing your corporate structure, reviewing estate documents, protecting your family, and determining how much you need from the eventual sale.
• Years 7–3 | Align: Building retirement savings outside your operating company, managing corporate withdrawals tax-efficiently, and making your business less dependent on you.
• Years 3–0 | Transition: Preparing your company for sale, addressing potential buyer concerns, working with M&A advisors, and preparing emotionally and financially for life after the business.
• Years 0+ | Live: Managing sale proceeds, planning for taxes, creating a tax-efficient retirement income, and turning business wealth into lasting financial freedom.

You'll also discover why waiting until you're ready to sell can mean missing valuable planning opportunities, and why achieving the highest sale price doesn't necessarily mean achieving the most successful exit.

Whether you're three years or ten years away from selling, this episode offers a practical look at how coordinated financial planning can help you exit your business on your terms.

Thinking about selling your business one day?

Watch the YouTube video: https://www.youtube.com/watch?v=DUp9YbHj6W4

We've created a free Business Exit Readiness Assessment to help you identify potential gaps, risks, and opportunities before they become costly mistakes. Get it here: Exitscore.three60wealth.ca

Visit www.three60wealth.ca to learn more about how Three60 Wealth helps Canadian business owners prepare for successful transitions, before and after the exit.

About the Host

Jason Nagel is the founder of Three60 Wealth, a Canadian multi-family office specializing in helping business owners navigate the financial complexities of preparing for, executing, and living beyond a business exit. With over 25 years of experience working with business owners, Jason shares practical insights into financial planning, business succession, wealth management, and life after the sale.