Business Management Solutions

Business Exit & Succession Planning

You’ve put in years of hard work and taken on risks. So make sure you’re fairly rewarded and maximize the value of your business when it’s time to move on.

We can help with advice on succession planning, mergers, or valuing the business effectively when it’s time to sell. It’s important to plan ahead, whether you’re thinking about retirement or moving on to a new venture.


  • Business planning
  • Due diligence and systems mapping
  • Documentation of business exit plan
  • Business ratio analysis
  • Setting benchmarks and KPIs
  • Reviewing accounting and business systems efficiency
  • Advice on funding models
  • Staffing efficiency review
  • Customer accounts analysis
  • Supplier accounts analysis
  • Stock or work in progress control
  • Managing interest and tax owing
  • Cash flow forecasting
  • Sales analysis, including pricing, costing, break-even points, competitors
  • Cost and inventory analysis
  • Overheads, forward budget planning and Profit and Loss analysis