The idea of exit planning can seem like a distant dream or something that doesn’t need to be addressed because ‘it will happen when it happens’, but this leaves a business underprepared and any exit set for failure. We help owners change their mindsets to understand how proper preparation will reap rewards in the short and long-term.

Understandably, owners find it hard to let go of their “baby”. Mid-sized businesses in particular are a product of an owner’s hard work and the idea of selling, or seeing someone else at the helm, can seem daunting. With our real-world and business-owner experience, we provide you with the clarity and purposeful thinking required to transition through a successful exit.

A successful exit requires a balancing of personal, financial and business goals. We understand the need to meet both your business and personal goals and design exits around this. Also, we’ll work with other personal advisors to ensure your exit meets all your objectives.

From the moment you announce your decision to sell you will be overwhelmed with well-meaning and “expert” advice which will be confusing, contradictory, and potential damaging to your end goal. A successful exit requires the input of many parties and we’re expert ‘team players’ working with others to achieve the transition you’re after, always leaving you in charge of your destiny.

There are many ways an owner can leave the business they grew or set up from scratch, both negative and positive. We set you up with the blueprint required to leave the business satisfactorily through strategic planning, working with trusted advisors, and setting you realistic and achievable goals to a deadline that suits you.

Some advisors are just focused on the sale event without addressing how to maximise the value of your exit and the chance of success? Our expertise in driving sustainable growth means we help build attractive organisations that can demonstrate they are transferable to a new owner with sustainable business processes.