Is This the Right Deal for Me and My Family? Why Financial Planning Should Start Before You Exit Your Business

Selling a business isn’t just a financial decision — it’s a deeply personal one.

After years (or decades) of hard work, business owners often reach the point where it’s time to move on. That might mean selling to a third party, transitioning to family, or winding things down. But one of the most common questions we hear in those early conversations is:

“How do I know this deal is right — not just for the business, but for my family and my future?”