Staying on Track

The Exit Equation: 11 Questions Every Business Owner Should Ask Before Selling


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Thinking about selling your business? Whether your goal is freedom, legacy, or a fresh start, your next move could be one of the most important financial decisions you’ll ever make. In this episode of Staying on Track, Jason Beisel, CFP® and founder of DayMark Wealth Partners, walks through the 11 essential questions every business owner should ask before planning their exit — and how the answers can shape your future both financially and personally.


 In this episode, you’ll learn:


  • How to determine your company’s true value — and why different buyers may see it differently.
  • What to expect when selling to competitors, private equity, or strategic partners — and how each can impact your team.
  • The pros and cons of earnouts and why timing matters.
  • Smart ways to reduce taxes and maximize your after-sale proceeds.
  • How to protect confidentiality during negotiations.
  • What your life after the sale could look like — and how to plan for it intentionally.


Why listen:


If you’re planning to sell your business in the next five to seven years — or just want to be prepared for when opportunity knocks — this episode offers real-world insights, practical strategies, and candid advice to help you make confident, informed decisions.

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Staying on TrackBy Daymark Wealth Partners