Planning A Transition That Puts You In Control.
Choose From 3 Flexible Exit Planning Options Tailored To Your Business Stage.
Start with our Exit LITE sessions, a lighter touch & less complex introduction to the Exit Planning process. Or explore our full 5 stage, 21 Step framework.
From Insights to Impact
"From Uncertainty to Strategic Clarity & Exit.
Matt’s Expert Guidance Made All the Difference"
Challenged by lumpy revenue periods & with balancing operating costs, Matt supported me to unbundle all the chaos & plan the future direction of our business in advance of being acquired by Xenai. He was excellent & exceeded my expectations with his advisory approach, holding regular cadence, progressing our actions, keeping me accountable to my commitments.
Robin Leonard,
Founder & CEO, AF Digital.
Acquired by Xenai Group
Begin with the end in mind
An Exit Plan is like a compass navigating your decisions.
Statistics suggest most business owners fail to spend any time on an Exit plan
but there are many ways to plan your exit & it's never too early to start.
Your Goals
Every business owner has their own story, motivations & reasons for considering an Exit. Knowing what is important to you are the first items we will discuss.
Having been through our own business exit & now operating as professional Exit advisors, be assured of our genuine empathy & experience of the Exit process.
Business Assessments
A confidential deep dive discovery into your business, covering all tangible & intangible elements.
Benchmarking your business performance against the market, identify areas to improve to maximise future value. Learn how Growth tactics can improve exit plans.
Mapping the Exit Options
Mapping all exit options to determine the most suitable scenario for you & your business.
Assessing sale tactics, strategic buyers, transitioning to co-founder/s or staff & more. Whilst helping you confidently map, assess & engage brokers or M&A firms, to handle any transaction.
Design the Exit Plan
Working with you to design an achievable & realistic plan, controlling variables now to create the ideal situation when you eventually exit.
Avoid doing any deal out of desperation, with leverage to dictate your terms. Be inspired to take the next step.
"Having personally experienced the exit planning & trade sale of my own business, I truly appreciate how complex the process is for business owners. Since, moving into Professional Exit Planning advisory, we have observed a broad range of sale scenarios, challenges, tactics & solutions, across a diverse range of businesses".
Exit Planning frameworks designed & refined from hundreds of scenarios, including our own.
You will only sell your business once, so ensure you get it right.
As certified Exit advisors we will equip you with best practice Exit frameworks. Our process has been continually refined from over 600 exit case studies, internationally.
We draw upon a range of Exit Planning best practices, inc. our Exit Advisory certification with Capitaliz* Exit Planning, combined with our own direct Exit experience, selling our own firm through a strategic acquisition process.
Unlike general advisors & MBA consultants, our experience, having sat on both sides of the fence, assures you of a truly comprehensive, transparent & multi-disciplinary perspective. Read more on this here.
*Capitaliz* Exit Planning. One of worlds leading Exit Planning frameworks, a five stage, 21-Step process.
The M3 Framework
From Orange Kiwi
Whilst there are numerous frameworks, guidelines & opinions in the Exit Planning space, due to the unique nature of each & every business, a linear process is ill suited to Exit Planning.
Which is why we have found that the M3 Framework from Orange Kiwi, designed as a more dynamic & flexible approach, provides an excellent foundation through the entire Exit Planning journey.
The Exit Planning Journey Together
Goals Discovery
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Owner/s &/or Leadership Goals (Inc. M3)
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Timing & possible scenario feasibility
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Ownership structures of business
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Industry Benchmarking
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Valuation eg current if any, models & options
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Post Exit Vision / Plan (financial & non-financial)
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Buyer, Broker / M&A Intermediary Preferences
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Agree next steps (Now, Next, Later)
Recommendations
Business Assesments
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Business model review
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Analysis (Financial & Non-Financial)
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Systems, Process & Technology
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Sales & Marketing
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Talent & Organisational Structure
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Strategic planning & Operational execution
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Growth & Value building opportunities
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Competitor analysis & strategic acquirer opportunties
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Business Assessment debrief, critique & suggestions
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Growth & Value building opportunities
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The Exit Options & possible scenarios
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Valuation &/Transaction range/s
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Corporate governance
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Business Sale Priorities
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Broker, M&A, Intermediary sourcing & assessments
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S.M.A.R.T* Goals agreed *Simple Measurable Achievable Relevant Time Bound*
Execution
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Exit plan options & plan confirmed
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Valuation decisions (method, practioner, pricing, selection)
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Accountabilities & KPIs appointed
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Tax & Estate planning
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Broker, M&A, Intermediary appointment
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On-going observation, support & advisory
A first-class exit describes the sale of a company for a very high value, generally one that beats the expectations of the company's founders and investors and is well executed with a strategic approach.
It doesn’t necessarily mean selling at the maximum possible value, rather it is about the overall outcome for the company, shareholders and employees, including creating opportunities for growth, a smooth transaction and a successful transition process.
A first class exit requires that the transaction completes with the best acquirer, at the ideal time, with peak negotiating leverage, where you receive full consideration when it is due and are able to look back and be grateful for what you have achieved.
We will help you achieve a first class exit.
Best Value
Flexible Founder Clarity Sessions, from
375
For Owners Seeking Clarity.
Quick Wins & Actionable Insights.
Achievable Direction over 90 minutes.
Valid until canceled
A Sharp, 1:1 Strategic Session To Identify Priorities
High Level M3 Founder Discovery
Set 3, 6, 9, 12 Month Goals & Metrics
Focused On Growth, Value Creation & Acquisition Options
Actionable Recommendations You Can Apply Immediately
Best Value
Boosting Growth & Profitability, from
1 250
Every month
Our Most Popular Plan.
Build A Stronger, More Profitable & Valuable Business
Design A Strategic Growth Roadmap Tailored To Your Goals
Valid until canceled
M3 Founder Discovery Session
Diagnostic Across Operations, Financials & Value Drivers
6, 12, 18 Month Aspirational Metrics
Organisational Structure & Staff KPIs
Strategic Roadmap Tailored To Your Goals
Accountability & Ongoing Practical Support
Usually Two 90 Minute Sessions P/Month
Best Value
Exit Readiness (LITE), starting at
2 450
Every month
Designed For Owners Considering A Future Exit
Based On The 21 Steps Exit Framework
Maximise Value, Reduce Risk & Navigate A Successful Transition
Valid until canceled
The M3 Founder Discovery Session
Based On Our Exit LITE &/Or Shadow Exit Review
High Level Exit Readiness Assessment
Valuations - Appropriate Methodologies, Why, What & When
Identify & Extract Value Exercises
Value Improvement Action Plan
Next Steps Planning, Milestone Value Tracking & Reviews
Often Followed Later With Our 21 Steps Framework
Usually two 90 minute sessions p/month
Choose your pricing plan
Find one that works for you
Best Value
Flexible Founder Clarity Sessions, from
375
For Owners Seeking Clarity.
Quick Wins & Actionable Insights.
Achievable Direction over 90 minutes.
Valid until canceled
A Sharp, 1:1 Strategic Session To Identify Priorities
High Level M3 Founder Discovery
Set 3, 6, 9, 12 Month Goals & Metrics
Focused On Growth, Value Creation & Acquisition Options
Actionable Recommendations You Can Apply Immediately
Best Value
Boosting Growth & Profitability, from
1 250
Every month
Our Most Popular Plan.
Build A Stronger, More Profitable & Valuable Business
Design A Strategic Growth Roadmap Tailored To Your Goals
Valid until canceled
M3 Founder Discovery Session
Diagnostic Across Operations, Financials & Value Drivers
6, 12, 18 Month Aspirational Metrics
Organisational Structure & Staff KPIs
Strategic Roadmap Tailored To Your Goals
Accountability & Ongoing Practical Support
Usually Two 90 Minute Sessions P/Month
Best Value
Exit Readiness (LITE), starting at
2 450
Every month
Designed For Owners Considering A Future Exit
Based On The 21 Steps Exit Framework
Maximise Value, Reduce Risk & Navigate A Successful Transition
Valid until canceled
The M3 Founder Discovery Session
Based On Our Exit LITE &/Or Shadow Exit Review
High Level Exit Readiness Assessment
Valuations - Appropriate Methodologies, Why, What & When
Identify & Extract Value Exercises
Value Improvement Action Plan
Next Steps Planning, Milestone Value Tracking & Reviews
Often Followed Later With Our 21 Steps Framework
Usually two 90 minute sessions p/month
Choose your pricing plan
Find one that works for you
Best Value
Flexible Founder Clarity Sessions, from
375
For Owners Seeking Clarity.
Quick Wins & Actionable Insights.
Achievable Direction over 90 minutes.
Valid until canceled
A Sharp, 1:1 Strategic Session To Identify Priorities
High Level M3 Founder Discovery
Set 3, 6, 9, 12 Month Goals & Metrics
Focused On Growth, Value Creation & Acquisition Options
Actionable Recommendations You Can Apply Immediately
Best Value
Boosting Growth & Profitability, from
1 250
Every month
Our Most Popular Plan.
Build A Stronger, More Profitable & Valuable Business
Design A Strategic Growth Roadmap Tailored To Your Goals
Valid until canceled
M3 Founder Discovery Session
Diagnostic Across Operations, Financials & Value Drivers
6, 12, 18 Month Aspirational Metrics
Organisational Structure & Staff KPIs
Strategic Roadmap Tailored To Your Goals
Accountability & Ongoing Practical Support
Usually Two 90 Minute Sessions P/Month
Best Value
Exit Readiness (LITE), starting at
2 450
Every month
Designed For Owners Considering A Future Exit
Based On The 21 Steps Exit Framework
Maximise Value, Reduce Risk & Navigate A Successful Transition
Valid until canceled
The M3 Founder Discovery Session
Based On Our Exit LITE &/Or Shadow Exit Review
High Level Exit Readiness Assessment
Valuations - Appropriate Methodologies, Why, What & When
Identify & Extract Value Exercises
Value Improvement Action Plan
Next Steps Planning, Milestone Value Tracking & Reviews
Often Followed Later With Our 21 Steps Framework
Usually two 90 minute sessions p/month
Choose your pricing plan
Find one that works for you
Growth Strategists
Certified Exit Advisors
Business Sale Experts