Adding Value and
We work with business owners, to ensure they optimize the
value of what is often their most valuable asset – their
Everyone will eventually leave their business and
mistakes can be very costly. Whether the goal is to sell to
an outside party or transfer to family or employees, there
is only one chance to get it right. We develop Exit Plans
that enable you to leave their business to the successor you
choose, for the price you want, at a time you pick.
Our services are based on a seven step process that
starts with establishing the exit objectives. We then take
you, step by step, to the end goal; the sale of the company
and the preservation of the resultant wealth.
Third Party Sales
According to a recent survey, over 50% of business owners
with company revenues of over $1 million, are currently
considering a business exit. Separate studies have found
that only one in four businesses put up for sale will
actually sell. With this abundance of good companies and the
aging of the baby boomer generation, there will be a surplus
of good businesses in the market place. Only those that plan
their business exit are likely to be successful.
by reviewing your exit objectives and building the Exit
Plan. We then develop a 'Value Enhancement Program' focusing
on the creation and enhancement of the company’s value
drivers. When the time comes to sell, we work with tax,
legal and M&A intermediaries to obtain as high a price as
possible, while ensuring that any wealth created is
preserved and protected from a legal, financial and tax
We can add considerable value to a business in as little
as six months, but in order to maximize the exit value,
planning should take place three to five years out.
Sales to Family Members or Key Employees
For those transferring or selling the business to employees
or family members, the issues can be extremely complex and
A lack of planning often results in failed businesses and
a collapse in wealth for all involved. Even those that
manage the business transition successfully, often pay 30 to
100% more in taxes than they need to.
Effective management of the commercial, legal, tax and
financial aspects of the sale, can result in higher returns,
paid off over a shorter period of time, while reducing the
burden on the succeeding employees or family members.
Value can be added in as little as six months, but in
order to optimize the exit process, particularly from a tax
management perspective, a timeframe of five years and up
should be considered.
The opportunity to acquire a business is an exciting and
appealing proposition for any management team. However many
qualified teams have failed to cater for changes in M&A
market conditions, struck unfavorable deals or taken their
eye of the business during the transition stage. We work
alongside management teams to help negotiate favorable
agreements, find investors and manage the transition phase.
Exit Seminars, Briefings and One on One Reviews
If you would like to find out more about Exit Planning why
not schedule an appointment or attend one of our Executive
on One Review Executive Briefing
At these briefings you will learn how to:
Exit Objectives that meet your professional and
your business and convert this value into cash
your business strategically and obtain double the
to a third party and maximize the selling price while
minimizing the tax
transferring to a family member or employee, increase
that you receive, while reducing the burden on your
tax implications of a sale by between 30% and 100%.
a continuity plan in place if the unexpected happens
a successor in a way that protects both yours and
other tricks of the trade that will help you meet your