Exit Planning to Make a Success of Succession

For most owners, selling their business represents a once-in-a-lifetime opportunity to realise the value of a lifetime's work.

We can work with you to create an exit strategy to prepare your business for a successful transfer - whether it is through an outright sale, a management buy-out or family succession - and guide you through the process.

It’s been estimated that 100,000 businesses fail each year due to the lack of a succession plan.

Here’s five widely accepted 'danger signals':

  • Business set up for personal, ‘lifestyle’ goals, not strategic business objectives
  • Poor business performance
  • Over-reliance on owner’s specific knowledge which cannot be easily passed on to a successor
  • lack of a suitable successor manager among employees or the owner’s family
  • the absence of any (medium-term) plans for transfer.

And we've noticed a few more:

  • An over-reliance on one customer
  • Unrealistic price expectation
  • Lack of acquirer due diligence
  • Shareholder misalignment
  • Lack of differentiation

If you see one of more of these in your business then contact us - but don't leave it too late.

Succeed. to accomplish an aim in the manner desired.

The Sounding Board

Making big decisions better The Sounding Board is a group of entrepreneurs, professional advisors and generally nice people who love the challenge of running businesses and are happy to volunteer their time to try and help.


Helping entrepreneurial owners create a focused, differentiated business with distinct brand, vision and values.


Designing and implementing strategies to turn a profitable business into a valuable business.


Understanding that for successful business owners it is about much more than the money.

Upcoming Masterclasses...

2023 - what it meant for prospects in 2024

9 January 2024

2023 is another year many will be glad to see the back of. As we go into the new year, this session will look back over the last 12 months before moving on to consider some positive aspects that suggest we may have turned a corner as we enter 2024.

Find out more and book

Introducing Behavioural Economics

8 February 2024

Theories from the field of Behavioural Economics are being used increasingly by governments, regulators and companies to 'nudge' us towards the right decision - in their eyes at least. This session explores the foundations of this emerging field of study.

Find out more and book