Approach 

The planning that enables you to exit successfully from your business

As the owner manager of your business, you have two primary roles: shareholder and executive. That means you have money tied up in your ownership through your shareholding, and time consumed in your role managing your business and leading your team.

To exit from your business, you need an ownership succession plan to access your money, and a management transfer plan to give you back your time.

To ensure your business is attractive to potential owners and valuable enough to provide the future you want you need a business strategy to grow and protect your most important asset.

Three interlinked plans that with our support give you the best chance of a successful business exit.