EXIT PLANNING AND VALUE GROWTH

Exit on your terms

Know what your business is worth today. See what it could be worth. Know what you’d walk away with if you sold. Then choose, with real options in hand, whether to grow or sell.

For owners of established businesses who want to sell from a position of strength, by choice.

Book a complimentary consultation

No decision about selling. Just clarity on where you are today and what’s possible.

Every successful exit has three parts

Most owners think of an exit as one event: the sale. A successful exit has three parts, and we work on all three with you, well before you exit. Get them right, and you decide when you exit, who takes over and on what terms.

YOUR BUSINESS

Maximise its transferable value

Scalable, valuable and saleable, with every value driver working to increase what a buyer will pay.

YOUR WEALTH

Be financially prepared

Know what you’d walk away with after debt, fees and tax, and whether it funds the life you want.

WHAT COMES NEXT

Have a plan for what’s next

A clear plan for your time, your purpose and your next role, in place before the sale completes.

FROM GREAT TO SIGNIFICANT

“Planning and implementing a strategy to optimise the value of your business gives you options, irrespective of whether you want to sell or not. Knowing you can sell and remain in control of your financial future will give you peace of mind.”

Stephen Carson

How it works

Three stages, one step at a time. You see the results of each step before deciding on the next.

Baseline: know where you are

What your business is worth today, what it could be worth, and what you’d walk away with if you sold. All set out in your Value Potential Report and exit plan.

Build: grow the value

We work through your plan in 90-day cycles, increasing the value and saleability of your business, alongside planning your personal finances and what comes next. We review progress at the end of every cycle.

Bank: choose your moment

At each review you decide: go to market now, or keep building. When your business, your finances and your plans for what comes next are all ready, you sell from a position of strength.

It starts with a clear picture of where you are today.

See our approach

WHAT OUR CLIENTS SAY

MDC

“Working with Stephen has given me, as a business owner, the support and guidance I needed to build my business up into a positive position to sell. His direction and support proved invaluable. Without Stephen’s knowledge and input I would not have been in the position to sell my business.”

So Scrumptious

“With a wealth of global business knowledge and experience, Stephen offers an insightful and value-adding perspective – his guidance in implementing systems and processes has enabled me to achieve significant growth over the last few years.”

Pet Trade Innovations

“Spending more time with Stephen has consistently yielded increased value, as he has played a crucial role in shaping and integrating my portfolio of companies.”

Motion Icon

“Stephen’s skills and dedication in assisting with our 3, 5, and 10-year business planning ahead of setting up a strategic partnership were genuinely outstanding.”

DCTR

“Stephen’s blend of solid business acumen, extensive experience, and strategic insight brings heaps of transformative value, particularly when we navigated the complexities of family succession.”