Our initial focus is on your succession planning and what impact that has on your business leading up to your exit. This process includes working with you discretely to develop a comprehensive understanding of your current financial structure, revenue, and financial liabilities. Once we understand where you are, our team works with you towards your succession or exit goals.

To implement the changes, you need to drive a higher valuation at exit, you may need to improve your cash flow, and you want to maximise your tax and other financial liabilities. Our accounts look at your entire business and identify opportunities to liberate cashflows through improved stock management, invoicing, and collections. We also look over your tax minimisation strategies looking for ways that reduce costs now and increase valuations at exit.

Profitability and growth is a critical factor in business valuations. If your goal is to hand over your business to family members or exit through options like management buyouts or strategic acquisitions, demonstrating your potential for even more significant growth and profitability are essential.

When you work with Exit By Design, and we bring the combination of human resources, knowledge, and experience appropriate to your needs. That combination will work with you to maximise the type of returns and information that drives higher exit valuations. However, that will depend on your willingness to view your business through a new prism. Our goal is to demonstrate consistent above-market profitability.

Selling your ownership can have significant tax repercussions. The Exit BY Design accounting and tax planning team can help you understand how this is assessed and what the potential impact is to your payout, then use available tax features like retirement concessions and options on payout models to offset those tax liabilities.

When planning a succession or exit, you cannot simply go about ‘business as usual’. There is an urgency about getting your business affairs in order. This goes beyond the skill sets and capabilities of many tax and accounting specialists. Our primary advisor on accounting and tax issues currently heads a specialist boutique firm specifically tailored for mid-tier clientele combining experience from local firms through to the experience of leading an entire national association on best practices in accounting, taxation, practice management and systems. Their unique experience and skill sets help teams stay motivated and focused on results. They lead by example, think outside the square and is an extraordinary accountant, advisor, leader, and businessperson, providing you with the edge your transform your business in preparation for its next chapter.