3–5 years out
Establish your value gap and goals. Begin growing earnings and reducing reliance on you, the owner.
Exit Planning
Plan your exit while time is on your side
The best exits start years before the sale. We help you build value now, so you leave on your terms and for the price you deserve.
The Timeline
A runway to your best exit
Where you are determines what we focus on. Here’s how a planned exit typically unfolds.
2–3 years out
Strengthen systems, diversify customers and clean up the financials so the business shows beautifully.
12–18 months out
Lock in recurring revenue, document processes and prepare the data room for a smooth diligence.
6–12 months out
Finalise valuation, build the confidential marketing, and approach pre-qualified buyers.
Going to market
We run a discreet, competitive process to secure the best price and terms.
Exit & beyond
A clean handover, a confident transition, and the next chapter on your terms.
What You Gain
More value, less tax, zero scramble
- A higher sale price, built deliberately over time.
- A business that runs without you — the single biggest value lever.
- A smoother, faster sale when the time comes.
- Peace of mind that nothing’s left to chance.
Questions
Exit planning FAQs
When should I start exit planning?
Ideally three to five years before you want to leave. The earlier you start, the more levers you can pull to increase value and reduce the tax and disruption of a sale.
What does exit planning actually involve?
We assess your current value and gap to your goal, then build a plan to grow earnings, reduce owner dependence, clean up the financials and time the market — so you exit on your terms.
Can you help if I want to exit quickly?
Yes. While more runway is better, we regularly help owners who need to move fast — focusing on the highest-impact improvements and a confidential, efficient sale process.
Begin your exit on the front foot
The sooner we start, the more value we can build. Book a confidential planning session today.