Exit values are driven by a combination of market conditions, the business's financial status, scalability, and the agendas of those who may take charge of the company. 

The first step in the process of Identity Value Involves developing a clear understanding of your personal goals & outcomes. We collect facts from you, as well as your business. We then conduct a top to bottom analysis of your business, starting with the numbers and then assessing the risks and opportunities that impact the company's value. This process helps align your goals and the expectations of the value you can potentially realise from your business, both before and post-exit.

The next step involves protecting the value you've already established in your business. It's about establishing a suitable set of personal financial objectives for your business and putting plans to achieve these outcomes. A critical component of this is adequate provisions for retirement and lifestyle.

Protecting value is about lowering risk and ensuring continuity. We identify and offset risks through improved business planning processes. The goal is to reduce perceived risks to those taking over the business, increasing the value at exit.

Maximising value is not just about financial returns. I can include legacy as well. Our role is to help you understand your options, from family succession to management buyouts, strategic acquisition, and other succession options. Maximising value is all about increasing the return on your initial investment and, in return, increasing the value of your business at the exit. We map out a combination of business, financial, legal, and communication plans to build the company's value while reducing tax liabilities. The integral element of this process includes capturing systems and procedures that are considered essential business value adds and evidence of scalability, one of the critical factors in any current business valuation. Corporate governance also plays an important part. Our team evaluates your Corporate governance and guides you towards a compliant and attractive model to anyone taking over the business.
 

There are two key areas where the Exit By Design team helps you extract value. Firstly, we help you prepare for the due diligence process that happens with every business sale. Much of this work is established from the onset of our engagement, providing you with the peace of mind that you are prepared for the sale, look professional, and lack of information or clarity cannot be used as a bargaining ploy to lower the price of your business.

Your focus changes once your succession plan is implemented and you've exited your business. Your focus now moves from managing one significant asset to making the cash you've earned from the sale fuel the next phase of your life. Whether you plan to retire completely, semi-retire, invest in other opportunities, or build an asset portfolio that will afford you the lifestyle you've worked hard to achieve, you need help wisely investing your nest egg. It's also an opportunity to define your legacy. Now is the time to plan who will benefit from your financial legacy.