BUSINESS EXIT PLANNING

The objective of Business Exit Planning is to optimise the value of the business, protect the owner’s existing wealth, ensure the owner has a clear view of what the next phase in their life would entail and whether the business is ready for sale.

Your Exit Planning Success

We offer you three free calculators to help you take your next step towards exit planning success.
These calculators cover your personal readiness, your business worth and value. 


PROGRAMS

Our ExitPlanner Programs are designed for all SME businesses, with a range of affordable options to suite your business.

B A S I C


P L U S


P R O


E N T E R P R I S E


AUDIENCE:
Ideally suited for the business owner who is ready to exit their business and is wanting to ensure that all things are in place prior to listing the business for sale.

DURATION:
Complete Assessments online at your own pace plus one hour consultation where recommended actions and strategies are discussed.

INVESTMENT:
$1,997 + GST

AUDIENCE:
Ideally suited for the business owner who is looking to exit their business in the next 12 months and want to ensure that both the business and themselves are ready for the exit.

DURATION:
two face-to-face workshops. First workshop is used to collect all required information. The second is to recommend actions and strategies which will be discussed in detail.

INVESTMENT:
$4,797 + GST

AUDIENCE:
Ideally suited for the business owner who is looking to exit their business in the next 3 years and want to ensure that both the business and themselves are ready for the exit.

Focus on strategic planning and business value are included in the process.

DURATION:
Four face-to-face workshops over a period of 6 to 8 weeks.

INVESTMENT:
$10,997+ GST

AUDIENCE:
Ideally suited for the businesses with more than two owners or complex legal structures. 

Includes same components as the PRO program.

DURATION:
8 to 12 weeks.

INVESTMENT:
Price to be agreed upon.

OVERVIEW OF PROGRAMS