Our proven methodologies make exit planning easy by using a range of assessments and diagnostic tools to structure the exit and succession planning process and keeping the clients accountable with a shared dashboard using an award-winning cloud-based software system.
33% of business owner-managers are relying either on a sale of their business or continuing family business ownership as a source of funding their retirement.
55% do NOT have a strategic plan.
48% do NOT have a business plan.
(source: The MGI Australian Family and Private Business Survey 2013)
According to Exit Planning Institute:
Only 20% of businesses that get listed on the market will actually be sold.
Only 30% of family businesses transition successfully to the next generation, leaving 70% of owners without solid options to maximise the retirement income they can obtain from the business and to ensure continuity of the business into the next generation.
75% experience "profound regret" within one year of exiting their business.
An owner who is "ready" with an attractive business:
- Greatly increases the chance that the business will survive when it transitions to their future successor.
- Maximises the wealth they create upon exiting the business which they could utilise to fund their retirement lifestyle.
When business owners were not prepared when they sold the business, they lose tens of millions of dollars each year in retirement income.
Do you want to avoid being part of the statistics that experience not having enough to retire on from selling the business?
It is advisable that the exit and succession planning process should be in place at least 12-36 months prior to the time when business owners are expecting to exit the business to help achieve a more potentially favourable outcome from selling the business.
Our exit planning and value enhancement program provides the structure and automate the exit and succession planning process that help business owners understand what it takes to build a valuable and saleable company using a simple 12-module methodology and a cloud-based software system.
We assist business owners to build value in their company, to help them transition out of the organisation and to successfully exit the business by using a simple structured process to follow.
