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Business Exit Strategy

Is it time for a change?

Whether you want to change your involvement in the business, retire or sell, we can help.

To reap the benefits of your hard work, you need to plan your next move.  Getting help from an independent source can provide a less emotional perspective and challenge your thinking when needed.  We’ll help you understand what needs to be considered to protect your wealth and achieve your goals.

Need help with your business exit strategy? Here are just a few ways we can help.

Selling a business

For many people selling a business is an emotional experience. We can help you prepare your business for sale. By identifying opportunities for improvements to maximise your selling price and providing documentation needed to paint your business in the best light possible, our Exit Strategy services will leave you feeling confident.

Succession planning

There may come a time when you decide to step back from your business and hand it over to someone you trust, whether it be an employee or a family member. This can be a delicate process as you need to maximise the position for both parties. We can help you create a fair proposition, determine the tax implications, complete any restructure documentation and help consider your future role in the business.

Restructuring/Getting Out

Is it time to leave your business partners? Change can be bitter sweet but if done the wrong way, bridges can be burnt and relationships ruined. Let us help you negotiate a fair value for your share of the business, and on what terms, so that all parties can part on good terms.

If you would like to get some clarity book a FREE 1 Hour Launch Session.

We offer a full suite of accounting and business solutions.

Business Planning

Financial Awareness Coaching

Success Planning

Management Reporting & Coaching

Virtual CFO & Governance

Loan and Finance Proposals

Industry Expertise & Benchmarking

Specialist Tax Advice

Accounting and Bookeeping

New Business Set up

Buying and Selling

IRD Compliance

Forecasting and Modelling

Valuations

Trust Setup and Administration

We offer a full suite of accounting and business solutions.

Business Planning

Financial Awareness Coaching

Success Planning

Management Reporting & Coaching

Virtual CFO & Governance

Loan and Finance Proposals

Industry Expertise & Benchmarking

Specialist Tax Advice

Accounting and Bookeeping

New Business Set up

Buying and Selling

IRD Compliance

Forecasting and Modelling

Valuations

Trust Setup and Administration

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