Exit Planning and Preparation for Business Sale
Plan with clarity. Exit with confidence.
Selling a business is rarely just a financial decision, it’s often personal, emotional, and complex. Whether you’re planning years in advance or navigating a sudden opportunity, I work alongside owners to bring structure, strategy, and a steady hand to the process.
I’ve supported leadership teams through the full lifecycle of a sale, from early stage thinking and internal alignment to managing data rooms, responding to due diligence, leading buyer conversations, and overseeing smooth transitions. It’s not just about preparing documents; it’s about preparing the business and the people behind it for what’s next.
This isn’t off-the-shelf. It’s built around your priorities, capacity, and ambitions.
01.
Define What a 'Good Exit' Looks Like to you
I’m there when it counts. From liaising with accountants, lawyers and advisors, to managing Q&A, responding to diligence requests and troubleshooting roadblocks, I act as your steady hand throughout. You don’t have to go through the deal process alone… and you shouldn’t.
02.
Assess the Business Through a Buyer’s Lens
Most businesses aren’t buyer ready by default and that’s okay. Together, we carry out a structured review across key areas: financials, reporting, team structure, legal and commercial arrangements, customer concentration, and dependencies. You’ll come away with a clear picture of where things stand and where value could be enhanced.
03.
Prepare, Package & Position
This is where we start to clean up and strengthen. We’ll address risks, resolve inconsistencies, and put in place the kind of controls, clarity and documentation that buyers (and their advisors) expect to see. Where needed, I’ll work with your internal teams or external partners to streamline operations and make the business feel robust, well run and attractive.
04.
Shape the Strategic Narrative
Financials matter, but so does the story. Why this business, why now and what’s the potential beyond today? I help you articulate the strengths, strategy and future vision in a way that builds confidence and momentum. This often becomes the foundation for buyer decks, executive summaries and conversations with interested parties.
05.
Align the Team and Story
Your team and your narrative matter. We make sure the leadership group is prepared and the story you’re telling investors reflects the true value of your business.
06.
Transition With Purpose
Whether you’re staying involved for a period or stepping away quickly, we plan for a professional, well-managed transition. That includes knowledge transfer, leadership handovers, stakeholder messaging and protecting team morale. The goal: a clean, confident handover that sets the business (and you) up for the next chapter.
Plans that Evolve With You
Selling a business isn’t a one size fits all journey. Priorities shift, timelines move, and new questions often emerge along the way. That’s why every plan I build is designed to evolve, grounded in real world experience and adaptable as your needs change.
Whether we’re revisiting your valuation model, refining the story for potential buyers or navigating unexpected risks, I bring clarity and direction at every stage. With a calm, strategic partner beside you, you’ll be able to respond to change without losing momentum, always keeping your long term objectives in focus.
Flexible Support — Built Around You
Some clients are preparing well in advance. Others need immediate support to respond to an offer. I work in a way that fits your pace and your business: from one off assessments or focused advisory sessions, through to hands on support throughout the deal.
Services can be structured hourly, daily or on a project basis, always tailored to what’s most beneficial for you.
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01.
Strategic Financial Planning & Forecasting
Ensure that your business is financially prepared for any transition. Clear forecasts help identify risks, opportunities, and value.
02.
Business Support & Leadership Advisory
Whether you’re scaling or restructuring, having expert leadership support ensures you stay aligned with long-term goals, even during an exit.
03.
Operational Excellence & Business Efficiency
Optimising operations before a sale can enhance business value, attracting potential buyers and ensuring smooth transitions.
04.
Legal, Insurance & Risk Oversight
Legal and risk management processes are vital when approaching an exit. Safeguard your business with robust risk oversight and insurance coverage.