Over the last ten years, our 21-step process has helped over 600 business owners maximise the value of their business and achieve a successful exit.

Business Planning

We ensure a business is ready for a handover (sale, growth or succession) - risk managed, assets protected, policy and procedures in place, corporate governance is well managed and documented, the management team is locked in & well incentivised and sales & marketing is an automated machine to drive growth.

Financial Planning

We ensure that the finances are all sorted - personal debt is paid off, assets are protected, the business is not reliant on owners’ personal assets to secure funding, the business has a sustainable profit model and reporting framework.

Owner Planning

We work with the business owners so they well prepared for the next step - retirement, the next business, transitioning to family ownership and a board role.