Strategic exit planning involves doing some financial housekeeping. We ensure reliable management reporting and quality‑of‑earnings reviews that remove buyer doubt and maximise maintainable cashflow. On the operations side, we help with systems, processes and governance so the business runs without you - and looks attractive to buyers.

Robust business valuations and after‑tax modelling ensure you know what an offer is really worth to you. We conduct value enhancement initiatives (pricing, contracts, customer concentration, margin improvement) designed to lift multiples and buyer interest. We also devise outreach strategies to ensure your business is shown to the right strategic and financial buyers.

Lead advisors run the process end‑to‑end. We can manage due diligence, bidders, timetables and the data room so you remain in control. Through skilled negotiation we protect your price, terms and post‑sale position (including indemnities, holdbacks and escrow).

Guidance on share vs asset sales, tax implications and pre‑completion restructures to preserve value. We make sure key contracts are assignable, intellectual property is owned and employment arrangements are enforceable. Get practical legal drafting to limit post‑sale exposure and negotiate sensible warranty periods and caps.

Get CGT concession analysis, timing strategies and cashflow modelling to optimise the after‑tax proceeds. We also offer financial advice on how to hold and invest sale proceeds aligned to your long‑term financial goals, ensuring compliance to reduce the risk of post‑sale surprises.

Direct introductions and marketing to private equity, corporate strategies and family offices who actively buy SMEs. We help you evaluate partial exits, partner transactions and full sales to find the right tailored solution.

Legal due diligence readiness and pre‑emptive legal reviews to identify and remediate issues that would derail a sale. Our employment lawyers can conduct audits to detect sham contracting, underpayments and other employment law risks that spook buyers. We assess and mitigate potential claim exposure to protect purchase price and settlement timelines.

Practical transition plans that protect customers, staff and value through handover. If you remain involved, we design aligned incentives that support growth without creating conflict. We also support on any post‑completion claims and advice on practical dispute resolution.