Timeline And Readiness
12-36 months that change everything
We build a calendar for clean financials,
successor training, lease renewals, and contract tune-ups. Early moves raise value and reduce diligence drama when buyers and banks arrive.
Deal Structures And Earn-Outs
Structure the deal to match risk and reward
Cash at close, installments, and earn-outs balance price with performance. We document triggers, measurements, and dispute paths so everyone knows how success will be measured in year one and two.
Your Role After Closing
Consult, mentor, or truly retire
We outline consulting terms, non-compete scope, and board or advisory roles. Clear expectations keep relationships strong and protect value for new leadership in St. Matthews and Jeffersontown.
Coordinate The Personal Plan
Business exit and family documents in sync
We align company transfers with your revocable living trust, wills, and beneficiary designations so proceeds land where you intend-and your spouse has clarity.
Answers To Exit Questions
Five answers owners want before they sell
How long does a sale usually take?
Six to twelve months is common, depending on buyer type, financing, and diligence. Clean books and early planning shorten timelines.
Do I need to stay after closing?
Often for a season. A short consulting agreement or part-time advisory role can smooth handoff without tying you down.
What if price and terms don't meet my retirement needs?
Blend price and structure-installments or earn-outs-and adjust timing so the plan meets income goals.
How do we protect culture for employees?
Select buyers who commit to key team retention and customer continuity, then put promises in writing.
What should I do first?
Confirm goals, pick an exit lane, and align your personal estate planning so tax and family outcomes match the deal.