Delivering a successful ‘exit’ for your clients

The ultimate goal of all Business Owners should be to build equity value in their business and when the time comes, to exit successfully.

However, 90% of businesses end up being wound up and not even marketed for sale. Of those that are put on the market, 80% fail to sell, and of those that do sell, less than 5% achieve their target valuation*.

Source: Business Optics Research 2010 – 2019

All too often the timing of an owner’s exit is not under their control, approximately about 50% are forced to exit early due to illness, divorce, shareholder disputes or family crisis. If the business is not ‘Exit Ready’ the outcome will be potentially disastrous, and given the fact that for many owners, their business is their pension this is an damning inditement on the support they receive and on the advice and guidance they receive.

Preparing for exit is not a quick process, it takes up to a year to sort out the reporting after which the business will ideally build up at least 3 years of robust Management Reports, that’s 4 years, and if you add to that the fact it can take up to 12 months to complete the sale process, owners should start planning at least 5 years before they plan to exit.

The good news is that preparing a business for exit is not hard, but it takes time and planning. As your clients most trusted advisor and ideally their first point of contact for matters such as business valuation and exit you are ideally placed to make a real difference to your client’s live post work AND better still, this work is extremely well remunerated with the potential to earn more in fee income than any other activity.

This package includes:

Optional Training and CPD

Given the financial training and expertise you and your team have already acquired, combined with the VFD Mastery Training, helping clients correctly interpret and act on the information contained in their Management Reports will very quickly become second nature.

Recommended Training Modules:  Compliance+, Management Reporting, Forecasting + Virtual FD / CFO, Exit Planning & Support

Your Guarantee

You can be up and running in less than a day and everything comes with a 90 day, 100% satisfaction or your money back guarantee, how could it be any easier.

To discuss how this approach could develop your practice please click here.