It’s never too early to plan your business exit strategy. A well-executed exit can take years to prepare, and starting now ensures you’ll be in the strongest position when the time comes.

HOW PILOT CAN HELP

Exiting your business is inevitable. Whether a strategically planned sale, a transition to the next generation, or perhaps a forced sale due to life circumstances. When the time comes to exit your business, you want to ensure the process is as smooth and financially beneficial for you as possible. Planning early will enable you to exit on your terms.

WHY IS IT IMPORTANT TO HAVE AN EXIT PLAN?

Regardless of whether you intend to sell in the near future or in many years to come, you must always protect your business against unexpected events. Planning early will enable you to exit on your terms at retirement or when a major event leads you to exit such as illness, a lifestyle change or business opportunity.

ISSUES AND CHALLENGES

Planning for your exit strategy can be a challenging and emotional time, and there are many aspects that need to be carefully considered.

Issues to consider when planning an exit strategy:

• Who am I selling my business to?
• What type of sale am I undertaking?
• How do I maximise the value of the sale?
• Am I prepared for what happens after the sale?

OUR SERVICES AND EXPERTISE

Our team of business advisors will help you navigate the challenges, costs and opportunities facing your business. We provide tailored solutions to help you achieve a result that meets your business, family and personal objectives.

We will work with you to achieve your desired exit plan through the following services:

• Preparing a Business for Sale;
• Buyer Identification;
• Information memorandums; and
• Transaction negotiations