Legends and Leaders,
You’ve built a great business. Now you’re thinking about what’s next?
But if you think a successful exit is just about finding a buyer and signing the deal—you’re missing the full picture.
Behind every legendary exit is a team. Not just any team. The right team. And chances are, there are key people you haven’t yet thought to bring into the room.
Here are the five roles every business owner should assemble before stepping into an exit:
Your quarterback. Helps define your goals (both financial and personal), navigate timing, and coordinate the moving pieces. They help ensure you exit on your terms—and with no regrets (role that our team plays).
A good business attorney isn’t enough. You need an attorney who has negotiated dozens (if not hundreds) of deals like yours. They will structure terms, protect you from liability, and fight for the deal you deserve.
Financial Advisor
You’re not just selling a business—you’re unlocking the next chapter of wealth. A great advisor will ensure the proceeds fund your long-term goals: retirement, legacy, giving, investing, or starting something new.
An exit can be one of the most heavily taxed moments of your life. A seasoned CPA who understands deal structuring can help reduce your tax burden and maximize what you keep.
If your company can’t run without you, it won’t sell for much. Your executive team, key managers, and culture leaders need to be in the loop—well before the exit—to ensure a smooth transition for both operations and morale.
If you don’t yet have this team—or aren’t sure how to align them—it’s time to start now. Let’s connect to get you started on your journey towards a Legendary Exit.
