Welcome

Exit Planning: Ensuring you exit or transition your business on your terms

Adding value to your biggest Assets - You, Your Family and Your Business

About Exit Planning

Exit Planning is achieved by developing a business exit or transition strategy that addresses 3 issues:

Maximising the Value (not only income) of your business.
Ensuring you are personally and financially prepared.
Ensuring you have a Plan for your "Life after Exit".

And finally, the business exit strategy process ensures that these 3 elements are balanced and aligned with one another.

Exit Planning is GOOD Business Planning

Some interesting Statistics

· After 1 year, 3 out of 4 owners “profoundly regret” selling their business.

· 70-80% of businesses that go up for sale, never sell.

· 30% of family businesses survive to the second generation, and 4% pass to the 3rd and beyond.

· Two-thirds of owners don’t know all their exit planning options.

· 78% of business owners don’t have a transition team.

· 83% of business owners don’t have a written transition plan.

· 49% have not done ANY basic financial planning!

· 86% of owners haven’t strategically reviewed their business for growth.

· 40% of owners don’t have a plan for the 5 D's: death, disability, divorce, distress, disagreement.

What we do

We help You, the Business Owners put a Plan in place to exit your business or transition your business to a family member/ partner.

We ensure that your Plan is balanced and aligned with:- Your Personal Financial goals at exit, Your 'Life after Exit' Goals and the Value Enhancement of your business to ensure that these goals can be met.

We will assist with a 3rd party sale, advising on the price/ deal terms ensuring that these are aligned with the market and your business strengths. Helping you avoid pressure from commission based advisors/ salespersons.

We help you navigate the various pitfalls and nuances of transitioning your business to family/ siblings or partners.

We will work with your various personal advisors or we have a network of expert advisors whom we trust.

Our aim is to become your trusted advisor and first port of call on all things related to your family owned business.

Why Us?

As neutral but empathetic advisors & consultants, our role is to work systematically in that challenging space between business, family and ownership systems, identifying and resolving tensions as well as supporting and enabling the business and personal aspirations of the owners.

We Understand what it means to own and run your own business.

We are experienced in managing the change, both for your business and in particular the staff and family involved.

Take the First Step!

With our 'Rapid Assessment Method' we can determine the following:

1. Your Business Attractiveness to an 3rd party buyer

2. Your Business Readiness score

3. Your Personal Readiness score

It involves less than 30 minutes of your time to answer a questionnaire plus a verification session (either face-to-face or online).

You will receive a comprehensive report based on the 7 Value Drivers of your business.

If you would like to discuss Exit or Transition Planning, please feel free to contact us