We would always encourage owners to work with us on their exit two, three or even four years in advance, but we also work with business owners throughout their whole business lifecycle to put their exit and succession front and centre of their ongoing business planning.
Writing strategic business plans that don’t consider the business owners exit as the final stage but goes beyond that for the next generation of owner is increasingly common and something that we would encourage.
Working out your ultimate goal and the timing of your exit and how the business continues beyond that is key to great strategic planning.