Welcome to The Exit Plan

The Exit Plan is a business exit and business model improvement process for business owners. At some stage, all business owners will have to exit their business, either through a trade sale, M&A, employee ownership plan or intergenerational transfer.

We provide an in-depth analysis and process to evaluate what your business is worth today, tomorrow and when you choose to exit.

FINANCIAL VALUE DRIVERS
  • Business
  • Performance
  • Free Cash
  • Capital Costs
NON-FINANCIAL VALUE DRIVERS
  • Industry
  • Business Design
  • Key Man Dependance
YOUR OWN VALUE DRIVERS
  • Exit Goals
  • Continuity
  • Family Managed

ExitPlan values your business using complex calculations and applying a range of best practice valuation methodologies.

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Value Management

The Exit Plan provides you with a structured framework to manage and grow your value. These extend to:
  • Manage your scorecard
  • Strengthen your business design
  • Grow free cash
  • Improve the business multiple
  • Find a matching buyer
  • Source specialists
EXIT PLAN PROCESS

Benchmarks

Exit Plan provides benchmark scenarios against which you can compare yourself. Exit Plan shows what is possible.
  • My benchmark
  • Key statistics
  • Return on equity
  • Return on assets
  • Capital efficiency
  • Stock turn
  • Business design
EXIT PLAN PROCESS

How much do you think your business is worth?

Did you know, 70% of these estimates are over 50% inaccurate!

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Why Exit Strategies are Required

According to business owners interviewed in the UBS Investor watch (www.ubs.com ) in 2018 and 2023, many of them planned to sell the business with 20% planning to leave the business to family, and 18% planning to close. Yet, the sentiment was that many had not prepared critical steps in the planning of the sale.
37% Had no structures in place to protect sales proceeds
37%
48% Had no formal exit strategy in place
48%
58% Had no valuation done formally at all
58%

THE EXIT PLAN PROCESS

The EXIT PLAN process for every business owner and shareholders is unique and requires an in-depth analysis and roadmap to the desired exit.
EXIT PLAN PROCESS

THE EXIT PLAN PORTAL

We will have a portal for our clients that will assist in facilitating and managing the exit plan process with the help of automation.
EXIT PLAN PORTAL

ABOUT THE EXIT PLAN

The Exit Plan is a business exit and business model improvement process for business owners.
ABOUT EXIT PLAN
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