Ep 170: Data room first: exit readiness starts 24 months early

Ep 170: Data room first: exit readiness starts 24 months early

March 10, 2026 · 16 min · Season 5 · Episode 58

About this episode

Stuart and Mena discuss the importance of starting exit preparation at least two years before selling a business.

Send us Fan Mail You cannot scramble your way to a premium exit in 90 days. In this episode, Stuart and Mena explain why serious exit preparation begins at least two years before you plan to sell, and why buyers immediately discount businesses that look messy, unclear, or founder-dependent. They walk through what buyers are actually purchasing: predictable cashflow, transferable systems, and low risk. Not personality. Not a heroic effort. Not potential. From tax structuring and Small Business...

More episodes of The Holistic Accountant

Explore listener stats, chart rankings, contacts and more on the The Holistic Accountant podcast page.