The Most Important Sale of Your Life: Your Business Exit

You Built It. Now Maximize Its Value.

Selling your business isn’t like selling a product or service. It’s the culmination of years—perhaps decades—of discipline, sacrifice and smart decisions. And yet, most business owners leave money on the table because they fail to plan.

At Sherpa Wealth Strategies, we specialize in helping successful business owners navigate their exit—so they can secure their financial future, preserve their legacy and walk away on their terms.

If your business generates more than $1 million in revenue, you should already be thinking about your exit. Not when you’re ready to sell. Today.

Three Questions Every Business Owner Must Answer Before an Exit

1. Do I have a plan for my life after the business?


Without a clear vision for what comes next, many business owners sell their company only to find themselves lost, unfulfilled or regretting their decision. We help you define a future that excites you.

2. Is my business ready to sell at the price I want?


Buyers don’t pay for potential. They pay for predictable profitability, strong leadership and transferable value. We help you identify ways to increase the worth of your business before you put it on the market.

3. If I sell at the price I want, will the proceeds support my lifestyle?


You might sell your company for millions—but if you haven’t planned for taxes, wealth gaps and investment strategies, it may not be enough. We ensure your post-exit wealth is structured to last.

Does This Sound Like You?

• You own a business with over $1 million in revenue and have built wealth outside of it.
• You’re curious about your exit options and want to understand what’s possible.
• You’re focused on long-term wealth, not just squeezing out a few more years of income.
• You want to ensure your business is attractive to buyers and commands top dollar.
• You refuse to leave your exit to chance.

If this describes you, you need a strategy, not just an eventual sale.

The Three Legs of a Profitable Exit

1. Business Readiness

Buyers want businesses that can run without the owner. If your company relies on you, it’s a liability—not an asset. We help you:

• Increase enterprise value through better financials, leadership and operations.
• Minimize risks that scare away buyers.
• Ensure a smooth transition, making your company more valuable, not just sellable.

2. Personal Readiness


Many business owners don’t just sell their company—they sell their identity. What will you do next? We guide you through:

• Defining your next chapter—whether it’s philanthropy, consulting or a new venture.
• Avoiding seller’s remorse by aligning your exit with your personal aspirations.
• Structuring your wealth for the long haul, so your money works for you.

3. Financial Readiness


The difference between a good exit and a disastrous one? Taxes, investment planning and cash flow projections. We ensure you:

• Understand your Wealth Gap—the shortfall between your financial goal and your current non-business assets.
• Minimize taxes, so more of your sale proceeds end up where they belong: in your pocket.
• Create a financial strategy that funds your ideal life after business

How to Get Top Dollar for Your Business

A business that commands a premium price has:

• Financial records buyers trust. Clean books. Transparent reporting. No hidden surprises.
• A strong management team. A business that can run without you is more valuable than one that depends on you.
• Growth potential. Buyers pay for future revenue streams, not just past success.
• Legal and operational risk mitigation. The fewer red flags, the higher the valuation.

Most businesses aren’t ready for sale when their owners decide to sell. We ensure you’re ready—years before you need to be.

The Five Exit Options Every Business Owner Should Know

Not all exits are created equal. We help you evaluate:

• Third-Party Sale: Sell to a competitor, private equity, or an external buyer.
• Internal Sale: Transfer to a family member or key employee.
• ESOP (Employee Stock Ownership Plan): Sell the company to your employees.
• Merger or Acquisition: Combine with another company for a strategic advantage.
• Liquidation: The last resort—but sometimes the best financial move.

70% of business owners prefer internal transitions. Yet, most fail due to lack of planning. We ensure your exit works—for you, your business and your legacy.