The sooner you start business exit planning, the better.
When should I start planning my business exit? How do I do it on my terms? What are my options? Do I need a contingency? If I sell, how do I maximise the price and ensure I have enough to retire on?
After years of building a successful business, you know it inside out. You also know you can’t keep it going forever. So, what are your options?
As personal financial advisers with proven small business planning know-how, we can help you choose the right path. And the sooner we start preparing, the more certain you can be of exiting on your terms.
Business succession or business exit?
Maybe you’re thinking of selling your business. Or stepping back and handing over to a management team or your children. Or building your wealth so you can simply walk away when the time’s right.
Our business succession and exit planning process provides a vital reality check.
Together, we’ll weigh up your options, factor in your personal life goals and put a plan in place to make your ideal business exit scenario happen.