Give the owner more options before an exit

Connect the owner’s timing, business readiness, and specialist questions before a sale becomes the only conversation.

Owner readiness brief

I may want to step back in three years. What should I work on now?

Continuity: Identify decisions only the owner can make today.
Readiness: Separate documented evidence from questions to investigate.
Options: Compare succession, a later sale, and continued ownership.

A target date is a starting point, not a sale process.

Keep personal priorities, business preparation, and transaction decisions distinct. An owner can improve readiness without committing to sell or hiring a broker immediately.

Prepare for a future transition

Start with these inputs.

The owner’s priorities and possible timing
How the business depends on the owner
Financial records and existing professional advice

Help with the preparation. Keep the decisions clear.

No plan guarantees a value, buyer, sale date, or tax result. Representation, referral compensation, legal documents, valuation standards, and personal financial advice require their own scope and qualified review.

Who decides what to share?

The owner chooses their goal and what private information to share. Agree on the business, purpose, records, people, and access before beginning. An introduction or existing relationship is not blanket permission.

Does a draft mean the work is done?

No. Preparation, professional review, owner approval, and completed action are separate. A draft does not authorize spending, filing, publishing, or contacting someone. Confirm completion in the system where the action occurs.

How does this fit with the rest of SMB?

Use the advisor hub for work with an invited owner. Practice-wide organization and permissions are a separate question; sharing a method never grants access to every client’s information.

Review the practice model

Different help for different questions.

Start with one owner’s question.

Bring the right context to the next conversation.

See owner collaboration