If you are a private business owner you will need to exit your business one day.

Proper exit strategy planning (ESP) will expand your exit opportunities, enhance your capital return and save you tax. But, before you commit time and money to the ESP process, there are several key questions you will probably wish to have answered, including:

• What is my business worth?
• When is the best time for me to exit?
• Will the business still have a value when I stop running it?
• What is the optimum exit option for my business?
• Can minority partners or shareholders block my exit plans?
• Can I plan to reduce the amount of tax I pay on exit?
• What aspects of my business will reduce its sale value or make it harder to sell?
• Who are the potential purchasers of my business?
• What steps do I need to take to improve my business for sale?

We can clarify the ESP mysteries for you with our ESP Diagnostic Report! Following a visit to your business to collect information and interview the owners, we will provide you at a fixed cost with a written report, which will not only answer all your exit questions but will show you how to properly plan for your exit. The report package will include:

• An opinion as to value of your business now and when you aim to sell
• A complete review of the exit options available to your business (for example, a trade sale, a family succession, an MBO, franchising, merger, flotation, etc.)
• Identification of the business's major impediments to sale
• Review of the implications of Capital Gains Tax and Inheritance Tax on exit
• Summary of potential purchasers/investors for your business
• Step-by-step recommendations to implement your exit plans
• A copy of John Hawkey's book Sale or Succession: How to plan for a successful business exit.

Our report package will show you how to maximise your exit proceeds and minimise your tax, and will explain at what point you will need to seek expert professional advice. For further information you can download the diagnostic report brochure by clicking on the icon below:

Self-Diagnostic

A good way of deciding whether you require a Diagnostic Report is to complete the business owner's Self Diagnostic Form. This document will assist you to clarify your business and personal aims and aspirations and to focus on your exit objectives. Clicking on the Self-Diagnostic page link will take you to the relevant page.

You can contact us to discuss the Diagnostic report by clicking on the Enquiry form below: