The short answer is: as early as possible. Many businesses begin exit planning five years or more before they intend to sell, especially if significant operational, compliance, or governance changes are needed. The earlier you start, the more time you have to strengthen foundations, protect valuation, and avoid last-minute issues that can derail a deal.

For sellers, we review the business through the eyes of a buyer. We identify and fix gaps in operations, compliance, governance, and leadership structure. We help you get your house in order so due diligence is smooth, valuations are protected, and buyers see a low-risk, well-managed business.

For buyers, we provide acquisition due diligence and integration planning. We assess the target business’s operational and compliance health, identify potential risks, and create an integration roadmap. This ensures you have a clear plan for combining teams, systems, and processes without losing momentum or value.