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

Conduct a current business analysis to identify risks & opportunities that impact the company's value

Present Brand, marketing, and sales strategy development

Implement an updated branding strategy

Strategic planning business model

The financial components 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.)

Begin to implement 1st 12 months of marketing, and sales strategy

Social and programmatic media strategy (if required)

Tax minimisations plan

6-month project progress evaluation

Monthly marketing and sales meetings

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)

6-month project progress evaluation

Monthly project meetings & reporting

Monthly marketing and sales meetings

Ongoing sales and marketing activity

Evaluate the need and implement an Employee Share Plan

Evaluate the need and implement an Employee Share Ownership Plan

12-month project progress evaluation

Monthly marketing and sales meetings

Ongoing sales and marketing activity

Assess business status and discuss realignment of goals

Assessment of 1st 12 months of Brand, marketing, and sales strategy

Set marketing and sales goals for the next 12 months

Monthly project meetings & reporting

Monthly marketing and sales meetings

Ongoing sales and marketing activity

Monthly project meetings & reporting

Monthly marketing and sales meetings

Ongoing sales and marketing activity

18-month progress evaluation

Monthly project meetings & reporting

Monthly marketing and sales meetings

Ongoing sales and marketing activity

24-month progress evaluation

Realignment of goals

Monthly marketing and sales meetings

Ongoing sales and marketing activity

Assessment of 2nd 12 months of Brand, marketing, and sales strategy

Set marketing and sales goals for the next 12 months

Monthly project meetings & reporting

Documentation systems and business processes

Monthly Sales and Marketing meetings

Ongoing sales and marketing

Strategy to identify and attract potential acquisition targets

Legal team risk evaluation

Accounting and Tax team risk evaluation

Monthly project meetings & reporting

Monthly Sales and Marketing meetings

Ongoing sales and marketing

Employee retention strategy

Create content explicitly targeting acquisition targets 

Monthly project meetings & reporting

Monthly Sales and Marketing meeting

Ongoing sales and marketing

Create content explicitly targeting acquisition targets 
 

Monthly project meetings & reporting

Monthly Sales and Marketing meeting

Ongoing sales and marketing

Begin due diligence management process

Discussion on converting your business asset into an investment portfolio

Plans for care and ensuring your financial legacy

Create content explicitly targeting acquisition targets 
 

Monthly project meetings & reporting

Due diligence management process (cont.)

Monthly Sales and Marketing meeting

Ongoing sales and marketing

Create content explicitly targeting acquisition targets 

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.)