01
Start with clear objectives
Consider your preferred timing, personal priorities, acceptable deal structure and what you need from a transition. Clear objectives make later decisions easier to assess.
Prepare early
Business Exit Planning
Build a more deliberate path from ownership to a future transition.
Exit planning can begin well before a sale. It connects personal goals with business resilience, value drivers and practical transition needs.
02
Prepare reliable information
Buyers commonly want to understand financial performance, operations, customers, people, assets and risks. Well-organised records can support a more efficient review.
03
Choose the right support
Accountants, legal advisers, tax specialists and experienced transaction professionals may help with issues specific to your circumstances.