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Exit Planning

 Tim Luscombe
Who we are
• Peter Kroeger
• Tim Luscombe
• Mark Oxenham
Why us?
•   Specialist corporate finance advisors
•   Many years experience
•   We have all been business owners
•   Owner managed / family owned businesses
•   Network of experienced advisors available
•   Hands-on, practical advice
Oxford Times 15th November


The Other Fiscal Cliff
Sunday Times 11th Nov
Problem
  My business is my pension

  75% of business never sell

Only 1 in 12 sell for a premium
Iain McGowan of Scottish Widows

“will have to fund a retirement of 30 years or
more”
Value            Strategic Acquirer




                      Competitors




        Volume
Steps 1-3
1. Where are we now?
        – Assessment
        – Value Drivers
        – Value Drainers

2. Where do we want to be
       –   Time
       –   Value

3. Business plan to close the gap
       –   Identify Acquirer
Steps 4 & 5
4. Deliver the plan
       –   Hands on help
       –   Your clients cross referred
       –   Our colleagues
       –   Held to account – Quarterly review

5. Sell the business
Tim Luscombe: Tim@klopartners.co.uk 07944 880 871

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Exit planning

  • 1. Exit Planning Tim Luscombe
  • 2. Who we are • Peter Kroeger • Tim Luscombe • Mark Oxenham
  • 3. Why us? • Specialist corporate finance advisors • Many years experience • We have all been business owners • Owner managed / family owned businesses • Network of experienced advisors available • Hands-on, practical advice
  • 4.
  • 5. Oxford Times 15th November The Other Fiscal Cliff
  • 6.
  • 8. Problem My business is my pension 75% of business never sell Only 1 in 12 sell for a premium
  • 9. Iain McGowan of Scottish Widows “will have to fund a retirement of 30 years or more”
  • 10. Value Strategic Acquirer Competitors Volume
  • 11.
  • 12. Steps 1-3 1. Where are we now? – Assessment – Value Drivers – Value Drainers 2. Where do we want to be – Time – Value 3. Business plan to close the gap – Identify Acquirer
  • 13. Steps 4 & 5 4. Deliver the plan – Hands on help – Your clients cross referred – Our colleagues – Held to account – Quarterly review 5. Sell the business

Editor's Notes

  1. From physically doing everything, through processes & procedures, to a real business