Exit planning

If you’re looking to sell part or all of your business, whether it’s for a new investment challenge, balance your risk portfolio or to simply retire, it’s time to start planning and exploring your options. And that’s when our exit planning experts can help.

What does this service provide?

You can’t start exit planning soon enough, here’s some of the support our specialists can offer:

  • We will help you to clearly identify your goals based on your personal financial requirements, post-exit commitment to the business, legacy and employee retention, amongst other criteria.
  • We will help you explore the options, the realities and the complexities of the exit process and map the way to achieve your desired goal.
  • Our approach to exit planning is holistic and we will work with your management team to ensure the business is in its best position for when it’s time to take it to market.
  • Ahead of the transaction we will help you make strategic decisions about product/service development, branding and the overall direction of the business that can make it more appealing to the buyer audience.
  • Through our network of independent financial planners, we will match you to a financial planning expert who can help shape a life-focused financial plan from the proceeds of your exit giving you confidence in the future.

Important things to consider

  1. Exit planning includes both external and internal considerations to make sure that your business is as attractive as it can be to your identified buyer audience. It can involve strategies to become known to your eventual buyer, wider PR requirements, restructuring, streamlining, strengthening of management teams and so on.
  2. Exits rarely happen and in most cases the business owner needs to take a proactive approach to make the exit happen.
  3. Ahead of the transaction, you will need to optimise your business to maximise strategic premium. You need to strengthen your financials, reporting and KPIs as well as benchmarking your business against your competitors.
  4. You need to fully understand your financials, reporting and KPIs which all need to be strong and reported.
  5. You will need to benchmark your business and its margins against your competitors so potential buyers are clearly informed about its performance.
  6. You need to look at cost control and profit maximisation so you can demonstrate to the market that your business is being run efficiently.
  7. If you have run your business for a long time, you may need to tighten up your working capital processes which can typically take up to 12 months to sort out.

How much will the service cost?

Our fees are designed to ensure that we are totally aligned with your objectives. We have designed, over years of experience, a balance between commitment fees and success fees that makes sure that we are “in it together”. Our objective is for clients to always see value in our fees that significantly exceeds cost.

What should I do next?

If you would like Shaw & Co to help you plan an exit from a business, please contact one of our corporate finance experts shown on this page, or click the arrange a meeting button.

“We often see owner-managers who have the misconception that someone will eventually ‘knock on the door’ and ask to buy their business. Or, they can simply put a ‘for sale’ sign on their business and it will be sold in a few months. This is never the case and the exit process can take far longer to get the outcome you need to support the next chapter in your life.”

Jim Shaw, Founder & Partner

Download our Ultimate Guide to Exit

Over 30 pages of guidance on how to achieve an exit of your business

Advantages

Control the controllable

The eventual exit of your business is likely to be the biggest single transaction of your life. Therefore, leaving it to chance makes no sense at all. Make sure an exit is on your terms by planning and controlling those variables within your power.

Optimum positioning

Tailor the proposition for your most likely buyers. You will have spent years developing your product or service for your customers. Now you need to think about the requirements of a new set of buyers - for your entire business.

No surprises

Ensure that all your housekeeping is in order, financial data available and contracts in place and fit for purpose. Buyers are risk averse and any risks arising from poor documentation will reduce the value or, worse still, halt a deal entirely.

This is for you if...

You are starting to have thoughts that you might like to exit your business. You’d like to take control of that process using a clear road map that can be articulated to those around you and maximise the probability of achieving your desired result.

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