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. 

Over the past year Steve Wood, from Roaring Success, has been instrumental in helping me take my precast concrete manufacturing facility to the next level.

Steve’s ability to actively listen and ask insightful questions has helped me to better understand the core issues that I brought to the table. He possesses a unique toolbox, acquired through his vast experience working in different roles and assisting entrepreneurs, which he uses to provide practical and effective solutions to the various challenges I presented.

Through his guidance, Steve has empowered me to apply the tools and strategies provided to my organisation, resulting in significant improvements and successes.

His honesty, transparency, and directness have helped me to confront the reality of my business and make necessary changes to achieve better outcomes.

I strongly recommend Steve for his knowledge, expertise and ability to adapt to different situations.

He has helped me to reach potential solutions that are practical, realistic, and tailored to my specific needs.

I am grateful for the positive outcomes that have resulted from his coaching, and I am confident that others will benefit greatly from his services as well.

Sincerely, Miguel Donnenfeld, Sunset Concrete Pty Ltd, April 2023


Director Level Mentoring
Director, Sunset Sleepers