Exit Planning

Establishing an exit strategy is essential whether you are selling or closing your business. Leaving a business can be very stressful so It’s advisable to seek advice and create a plan with help from dedicated professionals. Having your exit strategy pre planned will ensure that emotions don’t cloud your judgment and that the transfer will be done quickly and smoothly. Download the attachments below to help plan your own exit strategy.

Information Memorandum

A template PowerPoint document to be used when a company’s shareholders are looking to sell their business.

Preparing a Company for Sale

A checklist to help you on the restructuring process required ahead of any sale.

Retirement Calculator

A tool to calculate how much you need to contribute to your pension between now and your expected retirement date.

Company Valuation Report

Example contents of a company valuation report.