When Should You Start Exit Planning? (The 3–5 Year Timeline Explained)

Описание: When should you start exit planning for your business?
The answer is sooner than you think. In this video, CPA and attorney Cam Metcalf explains the real exit planning timeline and what business owners should be doing 3–5 years before selling.

If you plan to sell your business, retire, or transition ownership, this step-by-step exit planning guide will show you:

✔ Why the best time to start exit planning is the day you start your business
✔ What to focus on 3–5 years before selling
✔ What to fix 1–2 years before going to market
✔ How to increase your business value by 20–40%
✔ Why waiting too long destroys negotiating leverage

Exit planning isn’t about selling — it’s about creating options, building value, and maintaining control of your future.

⏱ Timeline Breakdown:
00:00 – When should you start exit planning?
00:52 – Why 3–5 years matters
01:31 – What if you only have 1–2 years?
02:21 – The danger of waiting too long
02:52 – 3–5 year exit planning roadmap
03:38 – Market timing and leverage
04:02 – Real client case study (+40% sale increase)

If you’re a business owner thinking about retirement, succession planning, or selling in the next few years, this video is for you.

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