Exit Planning

We help owners step back and make sense of their options before any transaction is underway. Exit planning brings together goals, timing, financial needs, and leadership questions so you can decide what you want from a future sale or succession with confidence and alignment.
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Planning before the process begins

Why thoughtful exit planning matters

Most owners do not decide to sell in one moment. The idea builds over time as they think about age, energy, family, leadership, risk, and the next chapter of their life. Exit planning creates space to make those decisions with intention instead of reacting to the first offer that appears. Our work helps you understand what you want from an exit, how different paths might look, and what it would take to get there.

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We bring structure to questions that can feel vague or uncomfortable. Together we look at personal goals, financial needs, business readiness, and the impact on your team and family. From there we outline possible paths such as sale, succession, recapitalisation, or holding the business longer. The result is a clear plan that guides your decisions and prepares you and the company for whatever comes next.

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Before this, I had ideas about selling but no real plan. They helped me organise my thoughts, understand my options, and move forward without second guessing every decision
Second generation owner, confidential services company
Built for owners who want to think ahead

What our Exit Planning work covers

Exit planning is about clarity, not pressure. We help you understand where you are today, what you want in the future, and which paths could lead there. The result is a practical plan you can act on when the timing is right.

  • Clarify personal and business goals

    We start by understanding what matters most to you, including lifestyle, family, legacy, risk, and the future of the business. This shapes every other decision in the planning process.

  • Align timing and financial needs

    We help you assess when an exit could make sense and what you would need from it financially. This includes looking at potential value ranges and how they relate to your long term plans.

  • Evaluate exit and succession options

    We outline and compare different paths such as full sale, partial sale, succession to family or management, or waiting and preparing further. You see the trade offs clearly before committing to a direction.

  • Create a practical roadmap

    We turn the discussion into a simple, actionable plan. This may include preparation steps, key milestones, and a view of when to begin conversations with buyers or partners.

What you can expect

A clear, written plan for the future of your ownership.
Includes:
  • Owner goals and priorities workshop
  • High level value and readiness review
  • Scenario outline for sale, succession, and hold options
  • A simple written exit planning summary you can revisit and update
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Frequently asked questions.

If you have any further questions don't hesitate to reach out to us, we're always on hand to help.

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Do I need to be sure I want to sell before doing exit planning?

No. Exit planning is often most useful when you are uncertain. The goal is to help you think through options so you can decide if, when, and how a sale or succession might make sense.

How early should I start exit planning?

It is common to begin three to five years before a possible transition, but starting earlier is never a problem. The more time you have, the more flexibility you hold.

Does this include legal, tax, or estate work?

We do not replace your legal, tax, or estate advisors. We work alongside them. Our role is to help you think clearly about the business, your goals, and the options, then coordinate as needed with your existing advisors or outside specialists.

What if I decide not to exit after we create a plan?

That is completely fine. A clear plan still gives you a better understanding of your position and what it would take to be ready in the future. Many owners use the plan to improve the business even if they delay a sale.

How is exit planning different from sell side advisory?

Exit planning happens before a formal sale process. It is about goals, timing, options, and readiness. Sell side advisory begins once you decide to move forward with a sale or partnership and focuses on execution of that process.