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Business Exit Planning

Key Contact

Rick Smith

[email protected]

Whether its replacing irreplaceable directors for a seamless handover or improving turnover to attract buyers, our business exit planning service ensures your company enjoys a lucrative and stress-free sale

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Business Exit Planning

You may know your company inside out, but have you ever thought about how it might operate without you, or how viable a proposition it would even make for investors? Our business exit planning services ensure that any future exit you’re looking for is not only handled smoothly, but also yields the best price possible.

From strategies that increase turnover, to bringing in experienced staff that can replace even the most entrenched director, we’re able to ensure that any exit is completed without a hitch.

With experienced advisers on hand to help out at every step of the way, you can achieve the sales outcome that your hard work over the years has warranted.

business exit planning culminating in a handshake over some charts

Not quite ready to exit your business yet?

You’d be surprised at how much difference the appropriate planning can make, even if your exit is still some way off.

Having an exit strategy in place not only makes the whole process easier, but can also help you achieve a much higher price for your business.

With our FREE initial consultations available to business owners, there’s no reason not to give us a call today.

Talk to one of our experienced advisers to find out how making some small changes now can make a big difference when you plan to exit.

Book a free consultation →

 

 

Ensure a stress-free and profitable exit

There are a whole host of moving parts to contend with when exiting a business. Whether you sell to an investor, pass your company on to a family member, or even float the business on a stock market, there are myriad legalities and complexities to consider.

A carefully crafted exit plan is essential for setting and managing expectations around your desired exit value, preserving your company’s legacy, and navigating the competitive landscape surrounding your business.

Without a solid exit plan, business owners risk:

  • Failing to clearly communicate the key value drivers of their business to potential buyers.
  • Overlooking long-term, scalable growth opportunities.
  • Lacking a clear understanding of the competitive landscape and the key performance indicators (KPIs) relevant to their industry.

By starting the planning process 3 to 5 years in advance, business owners can focus on strengthening their management team, removing growth barriers, eliminating operational inefficiencies, and optimizing their financials for a successful exit.

Our experienced specialists can take care of every step of the process, guiding you to a seamless and simple handover.

 

How we can help you

We tailor our service to suit the needs of specific companies looking for specific outcomes.

No business is the same, so each requires a bespoke solution to reach the goals that the exiting owner has. Whether that be realising the best price for selling, leaving in the easiest way possible, or securing their legacy, we can help:

  • Improve processes to make the business more profitable (and attractive to buyers)
  • Put experienced professionals in place to learn the business and eventually take over from you
  • Source high-quality investors interested in purchasing your business
  • Outsource work overseas to improve profit margins
  • Handle adherence to legal obligations

 

Our exit planning review service

With decades of combined experience our team is fully equipped to assist you with a thorough exit plan review.

Our full exit planning review service will:

  • Clarify your financial and business goals: We will assess your personal financial objectives alongside the legacy you want to leave for employees, customers, and key stakeholders.
  • Conduct an in-depth business analysis: We will evaluate your business’s key value drivers, the competitive landscape, the market, and relevant transaction data.
  • Create a strategy to position your business as an attractive acquisition target: We will help you identify and enhance key value drivers, such as streamlining processes, diversifying revenue streams, boosting recurring income, and cutting unnecessary expenses.
  • Conduct a financial analysis and provide a valuation: Using industry benchmarks and our extensive market knowledge, combined with the results of the financial analysis, we will deliver an expert business valuation based on key performance indicators (KPIs).
  • Give guidance on preparing for sale: We will give you the necessary guidance on the materials, documentation, processes, and due diligence needed to prepare your business for sale to ensure a smooth transition to market.

Book a free consultation →

 

Professional workforce services

We have access to some of the best talent available in sales, leadership, and administration roles.

If your business would struggle to operate without you, then you’ll need to replace yourself before a buyer will be interested.

By putting experienced professionals in place to learn the ropes from you, you’ll be able to create a saleable company that isn’t dependent on you to run it. Similarly, we can also bring exceptional sales staff to your business to make up for the loss of directors who routinely top sales figures.

Growth plans that previously looked unfeasible may also be executed by utilising a remote overseas workforce that costs a fraction of hiring extra native staff. Once these plans are in place, your business may be able to command a much higher fee from buyers.

 

Strategic business reviews

There are often many operational processes that can be refined to allow a business to become more profitable. When owners are heavily involved in the day-to-day running of a company, it can be easy to miss the opportunities for improvement that an outsider can spot.

Our specialists have helped thousands of companies to improve upon their processes and enhance their profit margins. By utilising this vast experience, they’re accustomed to identifying areas in operations that can be tweaked for maximum benefit.

Making practical changes that improve your company’s profit margins can make a huge difference to the fee you can expect to achieve from its sale. Taking the time to implement these strategies can be the difference between a satisfactory sale and a great sale.

 

How to get started

Get in touch online

Business owners are entitled to a complimentary, no-obligation consultation with one of our exit planning specialists. If you’re considering leaving your company in the next few years, this consultation will provide you with advice on the best way to approach an exit, and what your next steps should be.

Use our online form to arrange a free, no-obligation meeting to discuss what the best option is for you.

Book a free consultation →

 

Call us for free advice

Start by getting in touch with our team of business advisers for a free initial consultation on 0808 280 6039. We can help you understand if what the options are and which would be the best one for you. We’re dedicated to giving you the best advice for your unique position.

There’s no pushy sales pitches, just genuine advice for those looking to plan a business exit. So what have you got to lose? Give us a call today to talk through your options.

Speak to an exit-planning specialist

How we work

With over 60 years worth of experience, our team are well placed to deal with the most complex of business issues. Understanding the landscape is critical. We have a wide range of tools at our disposal to effectively assist you and your business. Let us help you deal with any urgent and difficult situations your company is now facing.

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Step 1

You discover our services

Take a look through our free resources, case studies, and reviews from our clients. You can then decide whether you would like us to handle your problems with one of our range of solutions.

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Step 2

You get in touch with us

We do not charge for any initial discussions or meetings. Call us on 0800 975 0380 or email us at [email protected] safe in the knowledge that your conversation will be completely free of charge and without obligation. We only charge once we have been instructed by you.

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Step 3

Talk with our advisers

A cornerstone of our work ethic is confidentiality. We will discuss your options with complete confidentiality while we provide you with the correct advice. We absolutely will not discuss or pass on your details to any other parties without your express consent.

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Step 4

Understand your options

We'll discuss the various options available to you. Again, this is free of charge. You can then decide if you want us to help you. All of our fees are clearly documented and therefore you don’t need to worry about any hidden costs. Forbes Burton is recognised for its clear, honest, and professional advice.

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Step 5

We prepare the solution

If you decide to let us help you and your business, we'll start work straight away, taking the stress and hassle away from you and giving you peace of mind. We'll let you know what is happening at all stages so you know everything is being taken care of.

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Rick Smith

Rick Smith
Managing Director & Senior Consultant

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Ben Westoby

Ben Westoby
Senior Client Manager & Consultant

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Chris Leadley

Chris Leadley
Marketing Manager & Consultant

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Emma Blyth

Emma Blyth
Senior Client Manager & Consultant

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