Virtual meeting of your Exit By Design team

Clarify your personal goals & outcomes

Collect the facts from you personally and your business

Evaluate IP portfolio

Clarifying exit options

Monthly project meetings & reporting

Collect the facts from you personally and your business

A Current business analysis identifies risks & opportunities that impact the company's value

Brand, marketing, and sales strategy development

Implement Brand, marketing, and sales strategy

Strategic planning business model

The financial component of the business plan

Monthly project meetings & reporting

Set your personal financial objectives

Evaluate infrastructure to enable the smooth exit of the owner

Strategic planning business model (cont.)

ImplementBrand, marketing, and sales strategy

Social and programmatic media strategy (if required) Tax minimisations plan

Monthly project meetings & reporting

Strategy to lower the risk profile of the business

Corporate governance assessment

Strategies to maximise your net proceeds

Complete stage one of Brand, marketing, and sales strategy

Implement social and programmatic media strategy (if required)

Monthly project meetings & reporting

Evaluate the need and implement an Employee Share Plan

Evaluate the need and implement an Employee Share Ownership Plan

Monthly Sales and Marketing meeting

Ongoing sales and marketing

Monthly project meetings & reporting

Documentation systems and business processes.

Monthly Sales and Marketing meeting

Ongoing sales and marketing

Identify acquisition targets 

Monthly project meetings & reporting

Employee retention strategy

Monthly Sales and Marketing meeting

Ongoing sales and marketing

Create content specifically targeting acquisition targets 

Monthly project meetings & reporting

Monthly Sales and Marketing meeting

Ongoing sales and marketing

Three-month evaluation of marketing and sales strategy

Monthly Sales and Marketing meeting

Ongoing sales and marketing

Monthly project meetings & reporting

Begin due diligence management process

Discussion on converting your business asset into an investment portfolio

Plans for care and ensuring your financial legacy

Monthly Sales and Marketing meeting

Ongoing sales and marketing

Monthly project meetings & reporting

Due diligence management process (cont.)

Monthly Sales and Marketing meeting

Ongoing sales and marketing

Monthly project meetings & reporting

Monthly Sales and Marketing meeting

Ongoing sales and marketing

Due diligence management process (cont.)

Monthly project meetings & reporting

Completing the sale process

Monthly Sales and Marketing meeting

Ongoing sales and marketing

Due diligence management process (cont.)