Succession and Exit Ready Planning

Are you ready to enjoy a life outside the business but are not yet ready to sell, or let go of the reins completely? Or do you want to get off the treadmill but still want an income?

Do you feel that your business can’t run without you, or feel that the business is not meeting your expectations, but not sure which are the priority areas to address?

Maybe you are ready to exit the business but want to get things in order to make a transition easier or maximise the sale outcome.

How does it work?

By using reflective self-assessments and taking a holistic approach to your business, we will identify opportunities to alleviate those concerns which keep you awake at night and work with you to develop, and execute, strategies that will help monetise your business. Depending on your goals, we will work with you to develop strategies that will help:

• Build value in your business. A business that is attractive to a potential buyer
• Shift you from being an “owner” to an “investor” in your business
• Empower your leadership team to create time for you to pursue interests outside of the business, without fear of losing control

We work 1:1 with business owners and provide continual support and guidance to ensure you do not feel overwhelmed or lose focus on the end game. We work with you, at your pace.

By leveraging a variety of tools, we can bring as much, or as little, structure as you feel comfortable with, while still creating the disciplines needed to meet your desired goals, personal freedom, and independence from the business.

Geoff Hodgens & Associates can support a business through the entire exit process from obtaining a market valuation or appraisal to arranging for the sale of the business through trusted and independent business brokers.