Business Exit Strategy

Service Overview

Business Exit Strategy plans how and when an owner will leave the business — through a sale, management buy-out, family succession, partial sale to an investor or orderly closure — and what must be done beforehand to maximise value.

The best exits are planned years in advance: building management depth, cleaning up records, reducing dependence on the owner and timing the market.

What’s Included
  • Owner goals: timing, value, legacy and involvement
  • Exit-route comparison
  • Business-value drivers and gaps
  • Reducing owner dependence
  • Financial and legal clean-up
  • Tax-efficient exit considerations (with EBIT Tax)
  • Exit timeline and milestones
  • Wealth planning after exit
What You Receive
  • Exit options report
  • Value-improvement plan
  • Exit timeline
  • Post-exit wealth considerations

How We Deliver It

  1. 01
    Clarify

    Define what the owner wants from the exit.

  2. 02
    Compare

    Evaluate exit routes and expected value.

  3. 03
    Prepare

    Execute value-building and clean-up actions.

  4. 04
    Execute

    Run the chosen exit route at the right time.

Who This Is For

  • Owners planning to retire within 1–5 years
  • Founders wanting liquidity
  • Family businesses without a successor

Popular Question

The questions we hear most often about this service.

Ideally three to five years before you want to leave.

A sale of the business to its existing managers, often with financing support.

Buyers pay less if the business relies on the owner's personal relationships or skills.

Yes, a partial sale to an investor is a common route.
At a Glance

Typical timeline

Planning 3–6 weeks; preparation over 1–3 years.

Confirmed in writing after your scoping call.

What we’ll need from you

  • Financials
  • Ownership structure
  • Owner's personal goals
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