Business Exit Plans

Do you have clients moving towards retirement or wanting to sell in the future?

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An assessment of their business exit needs is a critical first step.  We offer advisors a way to remain independent from their client's exit decisions whilst simultaneously providing clients with access to best practice exit advice.   

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Business exit plans identify exit obstacles and enhancement opportunities. An exit plan enables business owners or their advisors to take action to prepare for an optimal exit at maximum value.  Our exit plans map out the exit objectives and prioritise custom designed activities to enhance business value, increase the businesses attractiveness in the market and prepare for sale - starting from just $990.

Formal Business Valuations

As business valuations specialists "CA BV" your referral ensures that your clients access best practice valuation advice, whether it be for buying, selling, or compliance. We have undertaken hundreds of valuations over the past decade and draw on a wealth of resources and experience.

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With desktop appraisals starting from $1,485 - getting an independent market based appraisal of value has never been more accessible. 

Prepare For Sale Programs

If your clients are considering a future sale there is real opportunity for adding substantial value to the exit through implementation of key strategies in the lead up to the sale. In just a few hours a month we can dramatically improve your clients chances of a successful sale at an optimum price.

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Get in touch and ask us about how we work in conjunction with existing advisors to implement the client's exit strategy objectives.

Business Acquisitions

We can provide due diligence services to meet your clients needs. Our DD reports encompass quality of information, earnings, assets, cash flows and forecasts. We provide detailed analysis, insight and recommendations aimed at identifying and mitigating key risks. 

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If your clients are wanting to grow through acquisition we can tailor an acquisitions campaign to suit their needs. Please also take the time to register their needs on our acquisitions register. 

Business Sales

We specialise in sourcing strategic buyers for quality businesses and have access to a database of over 200,000 potential strategic buyers. We work closely with existing advisors (legal, financial and tax) throughout the entire process to ensure that your client receives the best possible advice and exit outcome. 

Capital Raising

Do you have clients seeking growth capital? We can assist your client to raise capital from a variety of sources and work closely with several venture capital groups who are constantly seeking investment opportunities.