The Business Exit Plan Every Owner Needs

Most business owners focus on building the business and forget to build the plan for what happens after the exit.

In this episode of the Build It To Sell It Podcast, Lance sits down with Michael and Jay from HFM Investment Advisors to talk about the financial side of building a valuable, sellable business.

They break down:

• Why you need an exit plan years before selling

• How tax planning can impact your final payout

• Why your CPA, attorney, financial advisor, and other professionals need to work together

• Trusts and protecting your wealth after an exit

• What business owners should do with their money after selling

• Why simple investment strategies can often beat complicated ones

• The importance of having the right people in your corner

• How to avoid common mistakes that can cost you millions

You only get one shot at selling a business. The goal isn't just to get the biggest check. It's to make sure you're prepared for everything that comes after it.

Build it. Grow it. Protect it. Sell it.

Subscribe to the Build It To Sell It Podcast for more conversations with entrepreneurs, business owners, and experts on building companies that create lasting wealth.

#buildittosellit #lfgrow

Build It To Sell It Conference is where serious business owners go to scale, systemize, and position their company for a profitable exit. This is not another motivational event. This is a real-world, operator-led conference built for entrepreneurs who want clarity, structure, and results.

Join us December 7–9 in Hollywood, Florida, for three days of real strategy, real numbers, and real execution. You’ll learn how to grow revenue, build leadership teams, clean up financials, and create a business that buyers actually want.

This event is powered by the Build It To Sell It Movement, created by entrepreneurs who’ve built and sold multiple companies across home services, roofing, HVAC, and more.

🎯 WHAT YOU’LL LEARN:

• How to scale without chaos

• How to increase valuation

• What private equity actually looks for

• Systems that make your business sellable

• How to step out of day-to-day operations

🎟️ Get your ticket here:

👉 https://go.buildittosellit.com/2026

🔥 Take the next step:

Mastermind: https://www.buildittosellit.com/mastermind/

Shop Tours: https://www.buildittosellit.com/shop-tours/

Sales Training: https://www.buildittosellit.com/sales-training/

Winner’s Circle: https://www.buildittosellit.com/winners-circle/

Movement: https://www.buildittosellit.com/

🎙 Podcast – The Build it to Sell it Podcast: Home Service Secrets Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846

Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP

Follow Lance Bachmann

YouTube: @lancebachmann

Instagram: @lancebachmann

Facebook: LanceBachmannOfficial

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If you’re ready to stop guessing and start building a real asset, this is your room.

#BuildItToSellIt #BusinessConference #EntrepreneurLife #ScaleYourBusiness #BusinessExit #HomeServiceBusiness #CEOlife #PrivateEquity #BusinessGrowth #LanceBachmann