Business exit advisory & planning
Building a Transferable, High-Value business
Whether you're thinking about selling in 3 years or 10—or you're not sure if you will ever sell—now is the time to get ready.
I have been through this transition firsthand as a business owner and I know exactly what it takes.
Getting your business exit-ready isn't just about preparing for a sale. It's about building a business that gives you real options and genuine freedom—whether you choose to step away or continue leading it.
The work that makes a business sellable is the same work that makes it a better business to own. Clearer roles, a stronger team, better margins and less reliance on you. You benefit from all of it long before any buyer does. And the best time to start building it? Now.
Start with the Business Exit Strategy Blueprint
Two half-day strategy sessions and a written roadmap
The Blueprint gives you time away from the day-to-day to think properly about what you want, and how to get there. It is a practical, phase-by-phase strategic roadmap tailored to your specific business, financial objectives and timeline. It bridges the gap between your current daily firefighting and a saleable, self-sustaining business.
Through the Blueprint framework, we systematically execute three core phases:
Phase 1: Clarity on Personal and Business Goals
We deep-dive into the future that you want to create for yourself and your business. We take time to consider different scenarios and how they might look and feel, to reach a future set of goals to work towards.Phase 2: Where are You Now to Inform Where You are Going
We review your current role in the business, the structure of the business, opportunities, challenges and financial situation. We build on this to create a road map for the future.Phase 3: The Plan
We create a strategic plan outlining the key priorities, individual objectives required to fulfil the goals, milestone dates and KPIs. This is the detailed plan mapped out over time to reach the vision you have created.
How the blueprint will transform your business
When we implement the Exit Planning Blueprint together, we focus intensely on the core pillars that add value to your business:
Reducing Owner Reliance: Most SMEs fail to sell or sell at a reduced price because they depend too heavily on the founder. We identify your single-point sensitivities and transfer operational authority to your leadership team.
Protecting Financial & Profit Margins: We audit your existing client base, review margins and look for opportunities to increase the profitability in your business.
Staff Structure & Team Stability: Taking a structured and measured approach to change can help build a stronger culture, improve staff buy-in and set up a structure for future success. We consider strategies to keep your team motivated and aligned through structural changes.
Enforcing Strategic Accountability: It is incredibly easy to push exit preparation to the bottom of your weekly to-do list. The Blueprint keeps you on track via a structured plan to map your progress against. You can choose to add in additional accountability through engaging in additional services.
Engagement Options: Tailored to Your Journey
Every small-to-medium enterprise operates on a unique timeline with varying internal resources. You can take the first step in putting a strategy in place, and choose to engage additional support if required from there.
Option 1: The Business Exit Strategy Blueprint
Best for owners who need a concrete, prioritised roadmap to jumpstart their transition preparation.
This structured, one-on-one process allows you to step back from daily operations, clarify exactly what you want from your business and map out a plan to strengthen it. We systematically isolate owner reliance, identify hidden vulnerabilities and clarify your immediate next steps.
Structure: Two comprehensive, half-day strategy sessions.
Deliverable: A complete Business Exit Strategy Blueprint with clear priorities.
Option 2: 12-Month Exit Strategy Coaching
Best for owners seeking ongoing strategic advisory, expert troubleshooting, and strict accountability.
Building a self-sustaining business takes consistent effort. This package provides ongoing advice and accountability to keep your strategy on track, minimise commercial risk and systematically reduce owner dependence as operational hurdles arise.
Bi-Monthly Schedule: 5 x 1.5-hour sessions
Monthly Schedule: 10 x 1.5-hour sessions
Option 3: Hands-On Strategy Implementation
Best for time-poor owners who require hands-on assistance to actively execute their roadmap.
If internal resourcing or day-to-day firefighting makes it difficult to execute your Blueprint, I can partner with you in a hands-on, fractional capacity. Together we will actively manage and implement the critical components of your exit strategy.
Structure: Completely tailored to your scope, internal timelines, and operational needs.
Investment: Priced on a custom, per-project basis (Let’s chat!).
Developing an exit strategy benefits business owners even if you decide not to sell
Even if you are unsure whether you are ready to sell, or make the decision not to, working to an exit strategy will still deliver a range of benefits to your business.
Exit planning keeps your options open.
A business that runs smoothly with less reliance on you should be more profitable, easier to manage and far less stressful to own. And if you do decide to sell, you'll go in with clarity and confidence, and in a position to get full value for what you've built.
Business exit planning FAQs
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It's never too early to begin putting together an exit strategy if you're retiring, passing on your business, moving to the next stage or setting up a new venture. The ideal time to begin exit planning is three to five years ahead of a sale, but most business owners leave it much later than that so are not as prepared for the transition as they could be, and therefore don't maximise the profit from the sale.
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Most business owners intend to sell to what is known as a strategic buyer, i.e., a competitor, supplier, or customer. In some cases, the sale might be in the form of a management buyout, when the business is sold to the current management team. It is often the case that businesses are passed on to the next generation and family members keep the business going. Larger businesses may be subject to private equity investment, where a financial organisation takes a controlling interest in the company.
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Key to selling a business is being able to demonstrate to interested buyers that it can continue to operate, and that future growth is possible, without the current owner continuing to be involved. It is important to review management structures, prepare all relevant documentation, ensure the company is fully compliant, and that all financial records are up to date.
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Yes. Many of the owners I work with are undecided. The planning gives you options, and a stronger business in the meantime.
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Yes. I work with owners across Adelaide, all areas of regional South Australia including the Adelaide Hills, the Barossa, Victor Harbor and Port Pirie and online across Australia.