Succession is rarely thought of and can add significant value to your business, here are the steps.

2. Who am I?
Business experience
 25 years of broad business experience
 15 years of optimising and restructuring businesses
 Established Exit To Success Consulting to provide a holistic succession
planning offering
Qualifications
 MBA(E) from Australian Graduate School of Management
 Certified Exit Planning Advisor from Exit Planning Institute (Chicago)
 Certified Value Builder from The Value Builder System (Toronto)

3. Drivers of Business Value

4. Drivers of Business Value
– Financial Performance

5. Drivers of Business Value
– Growth Potential

6. Drivers of Business Value
– Over Reliance Risk

7. Drivers of Business Value
– Cash Flow

8. Drivers of Business Value
– Future Recurring Revenue

9. Drivers of Business Value
– Business Differentiation

10. Drivers of Business Value
– Customer Satisfaction

11. Drivers of Business Value
– Key Person Risk

12. Start Up Growth Maturity Decline
Time - Years
Revenue - $
Four Stages of a Business Lifecycle
When is the best time to sell?

13. Start Up Growth Maturity Decline
Optimum time to
sell the business
Four Stages of a Business Lifecycle
When is the best time to sell?
Revenue - $
Time - Years

14. Business exits are difficult!
Reasons why include:
 75% of business owners do not have a business
exit plan.
 52% of business owners are relying heavily on the
sale of their business to fund retirement.
Note - 80% of businesses do not sell as they not
structured to attract potential buyers.
Source: Aust. Centre For Family Business at Bond University

15. Exit Planning – What is it?
Exit Planning is an integrated approach that addresses all
the issues that business owners face in a business exit.

16. The Exit Planning Process

17. EBIT $M
0.00
0.50
1.00
1.50
2.00
2.50
3.00
3.50
4.00
4.50
0.20 0.30 0.40 0.50 0.60 0.70
6 X Mutiple
4 X Multiple
2 X Multiple
}
Selling
Price
$M
Value increase -
Strategic Buyer
}Value increase -
Financial Buyer
Exit Planning Pays Off…

18. Win / Win Result
Exit planning makes the sale of your business a win/win
result.
This is achieved by ensuring:
 You receive a fair price for your years of hard work
building the business.
 The buyer gets a great business, it’s customer base and
it’s reputation in the community.

19. Today’s Offer for Breakfast Attendees Only
Do you think your business is a valuable asset at the moment?
Can your business give you the lifestyle you deserve?
I can help with support through the Value Builder System. With a full
month’s support to check your performance against the key drivers of
business value and turn your business into a more valuable asset…..
And it’s complimentary.
If you like me to help, just tick the Value Builder System request on the
feedback form.
(normally valued at $800).
Complimentary support through the Value Builder System