Exit your business on your terms.

Business exit planning.

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.

Tell us about your ideal exit.

As your personal CFO, we’ll do all the due diligence and contingency planning for you.

Balance the ‘business exit’ and ‘life goals’ equation.

Because we’re personal financial advisers and planners with extensive small business advisory experience, we’re almost uniquely qualified to provide the business exit planning advice you need.

Your business exit plans sit firmly in what we call ‘the overlap’ – the space where your personal financial plans overlap with your business plans.

It means we’re ideally placed to put the necessary contingencies, safeguards and structures in place to ensure your business exit dovetails with your personal financial life plans and goals.

Building an exit plan, your wealth and peace of mind.

With a clear exit strategy, you can relax and focus on your business, safe in the knowledge you’ve got a sound plan – and a plan B – based on clear, informed, objective advice.

Our small business financial advisers work for you. No commissions. No percentages. And as your personal CFO, we’ll do all the due diligence and contingency planning for you.

If you sell, we’ll ensure you maximise your price. If you step back, we’ll plan your succession step by step. And if you walk away, we’ll create a wealth-building plan around your exit.

Tell us about your ideal exit.

Want to sell, take a step back, or simply walk away?

Business succession and exit planning is a multi-faceted problem, but it’s one our financial advisers have helped countless small business owners solve. Tap into our financial and business planning expertise and make the transition as easy and lucrative as possible.