Exit Planning

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.    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. 

“Steve Wood has successfully contributed to the board focus in several key areas:
1. Good governance
2. Clear strategy
3. Safety risk assessment
We have a new look board, clearly defined goals and more importantly a sound governance position of both understanding and implementation.
We will be using Steve Wood as a company mentor as he also has a sound knowledge of both the business and the industry we are in.”

Mark Jacobsen
Director, Repeat Plastics Australia