A successful exit doesn’t happen by chance.
It’s the result of careful preparation and strategic planning. Whether you intend to sell, hand over to new leadership, or step back from daily involvement, preparing your business early ensures you achieve the best value and the smoothest transition possible.
Many owners only begin planning their exit when a sale is imminent. By starting earlier, you have the opportunity to build value, improve performance, and present a stronger case to buyers or investors. I help you prepare financially, operationally, and strategically for what comes next.
Assessing your financial health, systems, and governance to identify strengths and weaknesses.
Strengthening profitability, tightening reporting, and improving transparency to increase appeal to buyers.
Assisting through the sale process, from preparing due diligence packs to liaising with advisers.
Helping you structure a management team capable of continuing the business without dependency on you.
Supporting you in planning for life after exit, including investment, tax efficiency, and transition.
With early, structured planning, you gain flexibility, reduce stress, and maximise the value you’ve built. Whether your goal is a sale, merger, or family handover, we’ll create a plan that helps you exit on your terms.
Let’s plan the best route to a successful exit.
"He has become someone I deeply rely on professionally and a friend personally. I can’t recommend him, and the work he does, highly enough."
James Goodrich
Founder and CEO, Albany Partners
