Where do you want to be – and when?

“Start with the end in mind” Stephen Covey

We firmly believe in the philosophy of starting with the end in mind. Everyone’s “end” is unique to them, both in terms of timing and desired outcome, so it’s important right from the start to understand what matters to you, your business partners and your significant others; your goals, drivers and constraints. By taking the time to develop this understanding we can help you arrive at outcomes better aligned with what matters to you. It doesn’t matter how far out from exit you are, the decisions you make pre-exit will affect your options post exit.

Our process is simple;

Our Blog

Time to smell the (American) coffee…?

Speak to any IFA in the UK and, chances are, they’ll tell you that on a weekly basis they meet business owners that list their business as one of their main assets - and usually a fundamental part of their later life financial planning. You probably won’t be surprised to hear that the business is usually listed in their financial statement at, yes, you guessed it, a nice round £1 million. Mini...

Time or money – what matters most?

Deciding when to exit a business is often a question of balancing conflicting drivers; spending time in the business building its exit value versus exiting now for a lesser sum but having the time (and potentially health) to enjoy it. ...

Eliminate the cockroaches – and provide the evidence

Seventy to eighty percent of businesses don’t sell – that’s a widely reported statistic both in the UK and US where the markets for SME business sales are very similar. ...

Case Studies

IT

MBO / Succession plan underway. Implementing plan to build exit value. Owners on track with exit plan. ...

Travel / Hospitality

Successfully secured longer term deal and desired Exit package. ...

Marketing Agency

Business Owner successfully grew client base and sales. Ultimately exited by selling out to another agency. ...

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