Business Exit Planning: How to Maximize Your Sale Value

This week on Industry Insights with Route Consultant, we focus on business exits and how to prepare long before a sale to maximize value and make the business transferable. Josh is joined by Steve Alverson and Austin Coley of McCall Wealth Advisors, who explain how they help owners plan through and beyond a sale by first clarifying personal goals and the “why” behind the business. They discuss why exit planning should start early, how buyers pay for future cash flow, and common value killers like taxes, fees, unrealistic expectations, and debt. The conversation covers reducing owner centricity, building processes and leadership, cleaning up financials, using tools to address weaknesses, and assembling the right team of specialists. They also share real client examples of timing a sale and gaining freedom through better planning.