Exit Planning FAQs for Business Owners in Bend, Oregon
1. What exactly is “exit planning,” and why do I need it?
Exit planning is a structured process that helps a business owner prepare to transition out of their company—whether by selling, transferring to family, or closing. It ensures you maximize business value, minimize taxes, and achieve your personal and financial goals. For many Bend-area owners, their business is their largest asset, so planning the exit is essential for protecting that wealth.
2. When should I start planning my exit?
Ideally, you should start 3–5 years before you intend to exit. This allows time