Future Planning

Succession | Sale | Exit

I have developed flexible programmes from my own experience as a full cycle business owner, to help you know what you want and how to get there.

We all have to think about the future at some point, planning for it early allows you to enjoy the process. Build up to something gradually, make sure you arrive where you want to be, when you want to be there.

Outcomes & Benefits

Really Understand What You Want As A Person

Enhance Business Valuation & Attraction

Understand Your Options & Preferences

Design Effective Strategies & Structures

Faster Achievement & Smoother Transitions

Mentored By Someone Who Has Done It

Part 1: Owners Preferences

What do you want as the Owner?

Motivations, likes, dislikes & ideal future role

Long term options & preferences (succession? internal sale? external sale?)

Exit option impacts & mitigations

Part 2: Business Readiness

Where are you currently as a business?

Current business strategies (mission, growth, price, products, markets & focus)

Culture & Functional strengths / weaknesses

Available management information

Part 3: Bridge The Gap

Bridging the gap, how are we going to arrive where you want to be, when you want to be there?

Develop mission, objectives, strategies, tactics

Develop measures and reviews

Develop structures, roles and leadership team

Start taking practical steps

Mentoring / Coaching / Accountability sessions

How It Works

I offer my own 25yrs of experience to other business owners.

As a business owner I successfully navigated; Growth to 100+ staff, Prestigious clients and contracts, MBO, Establishing a leadership team, Sale to private equity and Exit.

Get in touch to start the journey towards your own long term plans.

About me | Testimonials

Flexible Delivery Methods

In my experience there is no one-size-fits-all approach, instead I work with each business to establish what is right for them. Sessions are designed to be in person or via videocalls.

The support can be structured as individual one off meetings, or through regular sessions (most effective). This programme is flexible to your time restrictions. Commit to the whole programme (most effective), or just to each stage as time allows.

Helpful Actionable Advice

More than just a conversation, I will provide a concise summary of our discussions, with scored findings. So you can act on what you decide.

I can also introduce you to other relevant parties if and when helpful.

Confidentiality

I understand that planning for the future is a highly sensitive part of business ownership. Any discussion will be completely confidential and can take place at neutral venues, your premises or online.

All my work is always completely confidential, however I am always happy to sign specific confidentiality agreements to offer reassurance.