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Business Owners

Selling your business? The three years before the sale matter most

Most of the value in a business sale is decided long before a buyer calls. What owners can do now to be ready later.

Workshop owner reviewing plans at a workbench covered in wood shavings

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Most owners start planning a sale when a buyer calls. By then, most of the value has already been decided.

Year three: know your number

Year two: close the value gaps

Year one: plan the tax and the family

The owners who sell well rarely sell in a hurry. They spent years getting ready.

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New: The 2026 Year-End Planning Guide from our CPAs and planners. Download the guide