Once the best exit options have been identified, it is important to develop a plan with clear objectives and action steps and to regularly review and update the plan as needed. This may involve coaching on plan implementation, introducing specialists to work on specific components of the plan, and monitoring progress to ensure that the business is ready for sale when the time comes. It is also important to consider tax-centric planning and work with other advisors to maximize the take-home value and incorporate appropriate estate planning.

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