Exit planning

Plan with precision

Sooner or later, every business owner will need to exit their business, and it is logical for there to be a solid exit plan in place. Perhaps you aspire to sell your business and use the proceeds to fund your retirement – to travel, or even begin another business venture. You may consider selling a part of your business, to slowly reduce your working hours and free up your time. For some, an exit plan involves the passing of the business down the family line. In any case, exit planning can be a complicated process with complex tax issues, usually requiring careful planning in advance to ensure a smooth transition and to maximise the value of your business.

How we can help

Our team of exit-planning experts can work with you to create an exit strategy specific to your business and personal needs. We are highly experienced in navigating the tax complexities of exiting a business, allowing us to help you to minimise your tax liabilities and retain as much value as possible. We can review your exit plan regularly to ensure your motivations align with your current plan.

The benefits to business exit planning:

Drive up valuation – We look at your business from a buyer’s perspective, making us able to see the opportunities to improve your business in preparation.

Increase profits – The assessment of strengths and weaknesses of a business can find ways to boost profitability, way in advance of your exit.

Stability – Having a robust exit plan thought-out in advance is attractive to investors, clients, and employees.

Defined goals – Exit planning gives you clear goals to aim for. If you don’t know what the end goal is, how will you know when you get there?

Our services

• Setting a timeframe
• Preparing your business for sale
• Maximise valuation
• Improve profitability
• Exit plan reviews
• Succession planning

Let’s make it happen

Reap the rewards of a well-crafted exit strategy. Contact us today to begin your exit planning process.