Exit Planning with Insights Advisory

Planning for an Exit on Your Terms

Recent surveys show that while over 70% of business owners plan to sell in the next 10 years, less than 45% have a exit plan.

Thousands of businesses each year simply close their doors, no exit plan, no sale, zero outcome for the owners, despite years of hard work.

Choose from 3 flexible Exit Planning options tailored to your business.

Start with our Exit LITE program, a lighter touch & less complex introduction to the Exit Planning process. Or explore our 5 stage, 21 Step framework.

Exit LITE Program

Introductory & High Level
Designed for business owners considering a future exit.
Structured without complex over-engineered pricing
Less time consuming
Flexible Check In sessions available (Mnthly/Qtrly, Bi-Annual).

Shadow Exit Review

Appraisal of existing exit plans & options being considered by business owners.
Usually 1 to 3 Half-Day Sessions
Realistic recommendations provided pending time & resources
Future check-in's & support available (Monthly/Qtrly, Bi-Annual)

Full Exit Planning

Usually a 6 to 18 month project & commitment
Comprehensive inc. our 18 step framework
Strategic, Operational, Tactical, Resource & Time oriented
Can include: Business Sale Due Dilligence support; Assessment & Vetting of business brokers, M&A intermediaries; Negotiation of fees, terms etc.

Let's Talk

Begin with the end in mind

An Exit Plan is like a compass navigating your decisions.

Despite statistics suggesting most business owners fail to spend any time on an Exit plan, there are many ways to plan your exit & it's never too early to start.

Some areas we may cover can include the following.

Your Goals

Every business owner has their own story, motivations & reasons for considering an Exit. Knowing what is important to you & any other owners, are the first items we will discuss with you, in confidence.

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.

Lets Talk

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 Exit Planning Journey Together

Goals Discovery

Owner/s &/or Leadership Goals (Inc. M3)
Timing & possible scenario feasibility
Ownership structures of business
Industry Benchmarking
Valuation eg current if any, models & options
Post Exit Vision / Plan (financial & non-financial)
Buyer, Broker / M&A Intermediary Preferences
Agree next steps (Now, Next, Later)

Recommendations

Business Assesments

Business model review
Analysis (Financial & Non-Financial)
Systems, Process & Technology
Sales & Marketing
Talent & Organisational Structure
Strategic planning & Operational execution
Growth & Value building opportunities
Competitor analysis & strategic acquirer opportunties

Business Assessment debrief, critique & suggestions
Growth & Value building opportunities
The Exit Options & possible scenarios
Valuation &/Transaction range/s
Corporate governance
Business Sale Priorities
Broker, M&A, Intermediary sourcing & assessments
S.M.A.R.T* Goals agreed *Simple Measurable Achievable Relevant Time Bound*

Execution

Exit plan options & plan confirmed
Valuation decisions (method, practioner, pricing, selection)
Accountabilities & KPIs appointed
Tax & Estate planning
Broker, M&A, Intermediary appointment
On-going observation, support & advisory

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.

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Exit planning for Business Owners

Navigating the challenges associated with preparing an Exit plan or working through a full business sale, can be overwhelming. Our expertise grounded in the real experience of business ownership, to an Exit, supports business owners with a practical, objective, no fluff approach.

Our Approach

From Insights to Impact

Matt’s Expertise in Deal Tactics & Negotiation Made Our Merger a Success

Matt played a key advisory role in ensuring my company was as prepared as possible for the merger in 2023, including adding insightful tactics re deal structures & negotiation. Being able to talk openly in confidence about my 1 to 5 year exit goals, both professionally & personally, were invaluable.

Karsen Wong, Founder, Reign.
Acquired by Fenix Group.

Real People . Real Success Stories

What is a First Class Exit?

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.

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Our Approach

Diligent and thorough

The work we do for all our services is in-depth and comprehensive. Our initial deep discovery phase, ensures no stone unturned in understanding where your business is at & the goals you wish to achieve.

Real business experience less theory

Our team have extensive experience both in owning, running & exiting businesses, combined with decades of strategic growth advisory, exit planning & M&A, offering you practical, pragmatic advice based in real-world business experience, not theory.

Outcomes focused

We are driven by securing the best outcomes for our clients. Our fee structures are efficient & transparent, without being overly complex or over-engineered, common in larger advisory firms, with expensive offices. We are motivated to get the best result for you, your success is our success.

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