In this episode, Jason Nagel sits down with Darren Brisebois of Cerro Verde Advisory Group to explore the five critical areas every business owner should prepare for when planning an exit. From optimizing corporate and capital structures to building strong management teams, Darren breaks down the essentials that drive a successful transition.

You’ll learn why proper corporate structuring can save significant tax dollars, how to clean up intercompany loans and debt before a sale, and why organizational structure is key to maximizing valuation. Jason and Darren also unpack the due diligence process – what buyers will be looking for – and how to effectively present the future growth story of your business to attract the best possible offer.

Whether you’re five years or ten years away from selling, this conversation will help you understand the importance of preparing early so you can protect your wealth, avoid costly mistakes, and position your business for a smooth, profitable transition.