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Services

Added Value Exit Planner

We work with you through the following steps:

  1. What are your objectives? A successful exit plan identifies your goals:
    • when you want to leave
    • how much money you want when you leave
    • do you know your exact retirement goals
    • what it will take in cash to reach them?
    • who you want to have the business after you
  2. What is your business value? And the potential for future cash flow - critical if you are selling to family, staff or a co-owner
  3. How can we make your business more valuable and saleable?
  4. The pre-due diligence to make sure there are no nasty surprises
  5. How to manage the sale/transfer to staff or family who may have limited cash
  6. Contingency planning to protect your business from the unexpected
  7. Tax planning