Our Chief Enabler has more than 35 years of experience in finance and marketing. He has experience assisting in selling and purchasing many businesses over the years, including sales and purchases as part of his family business. His experience brings a unique perspective allowing him to understand the needs of all sides. This enables him to project manage the journey and ensure the smooth management of your business through the exit process.
With more than three decades of experience in marketing and communications and over a decade in the mid-sized exit space, our Brand & Marketing lead helps business owners focus on the investments and activities that maximise value at exit. Our team employs techniques to deliver a greater depth of opportunity to a broader group of potential purchasers.
Experience in this space and the specific techniques used by our marketing team help transform the process from a buyer to a seller's marketing, increasing business revenue, profitability, and final valuations.
When you're planning a succession or exit, and you cannot simply go about 'business as usual'. There is an increased urgency and demand for focus on getting your business and personal affairs in order. This requires the skill sets and capabilities of many tax and accounting specialists. It's why you need the confidential support of the Exit By Design team.
Our primary advisor on accounting and tax issues currently heads a specialist boutique firm tailored to mid-tier clientele. Their combined experience from local firms through to the experience of leading an entire national association on best practices in accounting, taxation, practice management and systems is your unique advantage through the exit process. Their specialised experience and skill sets help your teams stay motivated and focused on results. They lead by example and think outside the square. They provide the confidential and specialist accountant, advisor, leader, and business skills you need now, providing you with the edge to transform your business in preparation for its next chapter.
Our Legal team leader has more than 20 years of local and international experience advising clients in litigation, management, international tax consulting, and commercial and corporate advisory areas of law. They're experts in the commercial and corporate issues that impact exits and successions. Our legal and compliance expert works confidentially and proactively on legal issues that help define and implement legal strategies and handle day-to-day concerns. They quickly become a trusted professional team member operating within strict confidential terms. They focus on helping you and your business achieve commercial outcomes based on sound and reliable advice. They quickly become a trusted advisor, guiding you through the essential legal aspects of preparing and managing an exit or succession plan.
Our lead investment advisor understands that being a good listener and asking the right questions is vital to understanding and unlocking client opportunities. Our investment teams focus on delivering personalised solutions that help clients achieve their ambitions in life and business. Our Investment team lead makes recommendations based on a background in Economics, Law, Superannuation, Estate Planning and Financial Planning. Their significant technical knowledge and experience across investment management, taxation, structuring, strategic & business planning, and complex intergenerational wealth management provide clients with understanding and opportunity
