Exit Planning

Who is it for?   

SME business leaders who wish to prepare for an orderly exit or transition of their business, and to capture the wealth created over the years.

What is covered?

We will facilitate planning sessions with the owners and selected leadership team members.  The aim is to help the existing owners to be clear about what they will need to do now, to prepare for an orderly transfer of ownership over the next few years.

Of course, to achieve the best price, a willing buyer will need to be clear about the level of risk which he/ she is exposing themselves to.

So in effect this piece of work is about preparing the business to be in the best shape that it can be.

The downside risks are identified and managed; the upside opportunities are being systematically targeted and won; and the organisation’s staff are clear about their roles and deliverables; and appropriate governance is in place for top management to have a good view of how the business is performing.

Simple to say… but harder to put in place.

Why is it valuable?

In effect a good exit plan can help the business owner capture and retain the significant value which they have built over the years.

Read the success stories on Britannia Metal Industries and Link Pumps.

How can we help you?

Call, Email or Book a chat with Roaring Success to discuss any business matter. All conversations are confidential. 

“I just wanted to let you know, that it was with great hesitation that I started the Strategic Planning Process. I’ve been through this many times before, I’ve read all the books, I’ve been to all the seminars.

But I just want to let you know that Steve didn’t disappoint.

He is the real deal.

He took us on a very structured journey, he brought everyone along, he was very patient with us because we were just learning how to ride with training wheels.

I am happy to announce that we have the training wheels off.

We are now running with your strategic plan for the next two-and-a-bit years, and it’s actually allowed me to appoint someone to run the business day to day as CEO, which I never would have had the confidence to do before.

And it’s given me my life back.

So, I’ll let you know how things have gone in the next two years, but I just wanted to say Steve’s the man if you need that process and structure around your business to get your life back.

Thanks Steve.”

Strategy and Getting your life back
James Murray, Founder and Owner, Work Healthy Australia