Your business and your personal exit priorities are unique so our services are tailored to match your needs.

Free Assessment: This evaluates how ready you and your business are for an exit. This simple self-generated assessment gives you a basic picture of your readiness in the areas of Finance, Planning, Profit/Revenue and Operations. We provide a thorough debrief at no additional charge.

Business Valuation: Your current data is compiled and you are provided with a benchmarked business valuation that gives you a clear picture of what your business is worth now and gives you a point of comparison with other businesses in your industry. You can also commission an additional report of suggested strategic improvements which would potentially increase the value of your business.

Complete Exit Plan: This includes the two services above and takes you through a complete planning process which provides you with an Exit Plan tailored to your personal Financial Goals and Resources, your Non-Financial Goals, Timing, Exit Path Selection, Business Preparation and Protection, Contingency Planning and Estate Planning. You will on occasion need to work with other associated professionals – for example in Financial Planning, Estate Planning, Business Broking to ensure that all of the supporting components of your Exit Plan are put in place. The level of this outside input will vary according to your personal and business situation.

Exit Plan Implementation: Owning a plan is different to actually putting it into place – this is where the rubber meets the road! We will work with you on an ongoing basis to ensure that all of the preparations identified in the Complete Exit Plan are implemented in a timely fashion and you have someone on hand to deal with the inevitable questions and changes the Exit process brings up.