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Business Planning & Exit Strategy


It’s important for owner managers to plan well ahead when considering their exit options.

Many of our clients are long-standing and our commitment to them not only involves completing transactions but working on business planning and exit strategy.

We often spend three to four years helping owner-managers prepare their business for sale so that they can maximise shareholder value. This can involve identifying issues within the business and agreeing a strategy to make the business more attractive to prospective purchasers.

We take great care to understand our client’s business, so that we can assist them in maximising shareholder value and with our wealth of experience, we can make sure our clients make the right strategic moves ahead of an exit.

Key Considerations

  • Build a close relationship with an advisor 18 month before an exit
  • Build the future strategy around your exit strategy
  • The worst time to exit is when you have to


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