How We Help
Exit Planning
Plan Your Exit Before It’s Urgent
Exiting your business isn’t just a financial decision—it’s personal. Whether you’re nearing retirement, facing burnout, or receiving inbound interest from buyers, the best outcomes happen when you plan ahead. At Iron Wheel Solutions, we help you map a clear, strategic path so your business is ready when the time is right—not when you’re forced to react.
Why Planning Matters
Too many owners wait until health, family, or market pressures force their hand. The result?
Lower valuations
Failed diligence
Transitions that strain relationships
With early, intentional planning, you take control of the process, reduce risk, and create options for succession or sale.
When Should You Start?
Ideally, exit planning begins 2–5 years before a transition. That window gives you time to clean up financials, reduce dependence on you, and build recurring value.
But it’s never too late—whether you’re years away or already in discussions with buyers, our process meets you where you are and improves your outcome.
Our Approach
Exit planning with Iron Wheel is comprehensive and CPA-led. We blend financial expertise with operational know-how to address every factor that drives value.
Alignment
Align family or leadership stakeholders for smoother transitions
Financial Rigor
Clean up messy books and normalize financials
Operational Strength
Document processes and intellectual property
Leadership Independence
Coordinate with your CPA, attorney, and financial planner for a unified approach
Risk & Governance
Strengthen contracts, HR practices, and governance
Our proven 5-step process—Assess, Optimize, Prepare for Market, Transition Planning, Exit Execution—ensures nothing is left to chance. We focus on both the hard financial/legal details and the softer, but equally critical, people and operational dynamics.
What You Gain
With a plan in place, you will…
Increase the value and transferability of your business
Minimize diligence red flags and earn-out risk
Create clarity for employees, family, and advisors
Step into your next chapter with confidence
Your Exit, Done Right
No two businesses—or exits—are the same. Our role is to help you protect what you’ve built, maximize its worth, and leave on your terms, not someone else’s.