- Comprehensive review of Financial Statements
- Clean-up Financial Statements
- Crisis Management (Turnarounds)
- Customer & Vendor Relationship management
- Improved standardisation of processes and reporting
- Strategy Development and implementation
- Rapid Business Assessment Test
- Calculated Business valuations (pre-due diligence)
- Quality of earnings analysis
- Risk management assessments
- Business De-risking and contingency plans
- Assessment of advisor team
- Management team development
- Business development
- Marketing & Brand analysis & development
- Strategic introductions
- Buy-side acquisitions and due diligence support
- Certified Business Valuations (benchmark).
- Analysis of transition/exit options.
- Ensuring suitable creation of the sales deck.
- Exit/transition plans and managing implementation.
- Ensuring due diligence preparation & Implementation (Checklists & documentation)
- Develop Personal & Personal Financial Goals
- Business and Personal contingency planning
- Tax and Estate planning
- Succession plans
- Life after Transition, Planning
- Tactical & strategic planning
- Team alignment
- Obstacles and Opportunities
- Setting up Family councils and advisory boards
- Business and family conflict resolution
We can do any of these interventions as a standalone exercise or as part of the Exit Planning process.
In South Africa there is not yet a focus on Exit Planning.
Our aim is, to work collaboratively with family owned businesses to ensure that they maximise the Value of their business as well as ensuring that their Personal goals and their Personal Financial Plans are in place and that these are all aligned with one other.
Our Second aim is to ensure that there are sufficient South African Certified Exit Planners, to assist the nearly 2000 medium sized businesses that are put up for sale every year in South Africa.
All our members are passionate about helping business owners to exit or grow their businesses. Ensuring that they maximise the value of the biggest asset of these business owners.
Our ramp up process is designed to empower your team and family, as well as to co-ordinate your team of expert advisors (Wealth Planner, Attorney, Financial Planner, Family advisor, etc.), and to outfit both these teams with the tools they need to succeed.
Talk to us today about how we can support your growth, plan your transition, and put you on a solid track to a successful exit or transition (or merely to grow your business), on your terms at a time when you are ready.
Contact us for a discussion.
We will gladly answer any questions you may have or click on the link of any of our associate companies below for more information.
Earn your Cert.EPAsa credential and join our members' network with access to our tools and content library.
Earn your International CEPA accreditation and join the Exit Planning Institute's international members' network with access to their tools and content library.
Click on the link to be taken to the EPI website.
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