Every business owner eventually faces the pivotal question: What’s next?
Whether you plan to sell, pass the company to family, or explore another path, the outcome depends on how and when you prepare.
In this episode, wealth strategist Suzie Eyrich shares why the most successful transitions begin three to five years before an exit. This timeframe allows key strategies to take root, from tax-efficient planning to family succession structures that preserve both equity and harmony.
We’ll explore how the right planning can turn a tax burden into an opportunity, how charitable giving can shape your legacy, and why building personal wealth outside your business gives you freedom at the negotiation table. Susie also explains how even the most technically sound plans can unravel without clear communication around expectations and roles.
If you're thinking about the future of your business, this conversation is your starting point. The first step? Call your trusted advisor and begin building your exit team.
