Your business exit strategy in 9 steps

February 22, 2022

Looking to sell up? Need a plan? Talk to us about creating a workable exit strategy, with a clear focus on driving value and delivering a solid return on your investment.

If you are looking to exit your business or have a future plan to do so, you need a strategy. When you sell up, you want your business to have as much inherent value as possible – so you get a good price, a great return on your investment and the best possible payout.


So, how do you take yourself ‘out of the business’ as the founder, add the best value and set up an effective and financially beneficial exit strategy?


Adding value to the company

The more attractive the business looks in the market, the better the price you’ll achieve, or the better the yield you’ll see on selling your company shares.


To drive that value:

  • Work on the business, not in it – so you’re no longer a fundamental part of the day-to-day operations, and can focus on the higher-level strategic elements. We can help you restructure the operations so that your business stands up to a potential buyer, when you are no longer in it.
  • Invest in adding value – keep profits in the business, reduce your personal drawings and plough that money back into growth and investment.
  • Improve your financial health – by taking control of your finances and building a strong balance sheet, positive cashflow and attractive profit forecasts. A buyer will want to see how your business has performed over the last two years.
  • Have a buiness manual – that describes the processes and tasks in your business so a new owner can hit the ground running.


Talk to us about exiting your business

If you’re looking to sell up, you need a plan. Come and talk to us about creating a workable exit strategy, with a clear focus on driving value and delivering a solid return on your investment.

Get in touch to build your exit strategy.


The basics of strategic advice: why your business needs an evolving strategy
December 5, 2025
When did you last review your business strategy? We share four areas you should revisit and update to create the best possible strategic and growth outcomes.
Promoting your business in the digital age
December 5, 2025
Is your digital marketing strategy still fit for purpose? Here are 4 key elements your business should be using to advertise your brand + engage with new customers.
How an accountant supports your business: 5 key areas of focus
December 5, 2025
A good accountant talks to you regularly throughout the year. Here are five key ways we can support your financial management and the performance of your business.
Key numbers to focus on in your business now | HCA
December 5, 2025
What are the key reports to focus on in your business? We'll show you how to track performance, take action and position your company for growth.
Holiday cash flow for your small business
December 5, 2025
This time of year can be hard on small businesses. With a bit of pre-planning and being proactive, you can set yourself up for a financially stress-free holiday.
Happy Holidays to our valued clients. We are wishing you health, happiness, and new beginnings for y
December 5, 2025
Happy Holidays to our valued clients. We are wishing you health, happiness, and new beginnings for your year ahead, also that 2026 brings you everything you wish.
The benefits of having a diverse workforce
November 11, 2025
We list four of the key benefits of focusing on diversity and inclusion within your company culture - plus how to diversify your workforce.
Measuring the health of your business with ratio measures
November 11, 2025
Taking stock of the health of your business allows for more effective planning, early warning about issues, and a better course for success.
Business confidence is on the up:  overcome the big challenges
October 3, 2025
What can your business do to overcome the cashflow, profitability and compliance worries?
The value of old-fashioned customer service: getting data insights
October 3, 2025
With so many customer interactions taking place online, your online customer service has to be first-rate.