Exit Planning to Make a Success of Succession

For most owners, selling their business represents a once-in-a-lifetime opportunity to realise the value of a lifetime's work.

We can work with you to create an exit strategy to prepare your business for a successful transfer - whether it is through an outright sale, a management buy-out or family succession - and guide you through the process.

It’s been estimated that 100,000 businesses fail each year due to the lack of a succession plan.

Here’s five widely accepted 'danger signals':

  • Business set up for personal, ‘lifestyle’ goals, not strategic business objectives
  • Poor business performance
  • Over-reliance on owner’s specific knowledge which cannot be easily passed on to a successor
  • lack of a suitable successor manager among employees or the owner’s family
  • the absence of any (medium-term) plans for transfer.

And we've noticed a few more:

  • An over-reliance on one customer
  • Unrealistic price expectation
  • Lack of acquirer due diligence
  • Shareholder misalignment
  • Lack of differentiation

If you see one of more of these in your business then contact us - but don't leave it too late.


Helping entrepreneurial owners create a focused, differentiated business with distinct brand, vision and values.


Designing and implementing strategies to turn a profitable business into a valuable business.


Understanding that for successful business owners it is about much more than the money.