Broker Check

5 Years From Exit

Case Study 3

Name: Susan
Age: 50
Challenge: She dreamed of retiring and traveling with her husband, but worried the sale of her business wouldn’t sustain their lifestyle.

Susan spent decades building and operating a successful business. To this day, she remains heavily involved in the daily operations. But she’s getting a little older, and her husband would like to retire from his corporate job and travel the world together. While she’s not ready to say goodbye to the business yet, Susan has decided that she’d like to develop an exit strategy. Ideally, she plans on selling within the next five years, and she’d like the proceeds of the sale to financially support her in retirement.

With this five-year timeline in mind, Susan knows she should start thinking about her exit strategy and preparing herself, her finances, the business, and her employees or successor, but she’s not quite sure where to start.

How We Help
Many business owners find that exit planning is about more than the financial prospects of selling a business—it often takes them through an emotional and personal journey as well. We support business owner clients like Susan through the process of preparing to sell by:

  • Valuing her business and showing how different exit timelines impacted her retirement goals.
  • Creating a pre-sale tax plan that cut her eventual tax bill and boosted net proceeds.
  • Mapping out a clear financial plan so she knew exactly what the sale needed to fund.
  • Supporting her through the personal side of exit planning, preparing employees and aligning her next chapter with the life she wanted.

Result: Susan walked away with clarity, confidence, and a roadmap to the life she and her husband had envisioned.

Equitable Advisors and its associates (including those conducting business under the Panning Wealth, LLC name) and affiliates do not provide tax, accounting, or legal advice or services. You should work closely with your own professional advisors accordingly.

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