ACQUISITION +

SUCCESSION PLANNING

It's an undeniable fact that you won't be running your business for ever. The time to plan for transfer of ownership is not some vague date in the future, it's something you should be doing right now. We'll help you design, build and execute your own customized Master Plan to ensure your personal, financial and business outcomes are aligned. This will allow you to accelerate value creation NOW and be ready for a successful ownership change WHEN IT SUITS YOU.

DO YOU KNOW JUST HOW MUCH VALUE IS TRAPPED INSIDE YOUR BUSINESS?

IT COULD BE $MILLIONS!

Do you have a documented personal financial plan? What about a business growth plan that accelerates value whilst removing you and developing the next generation of leadership? When you exit (partially or fully) what's next? How will you fill your time? Do you have enough passive income to guarantee an ongoing standard of living? If you don't then you are not alone. 99% of all Mortgage Broking business owners are'nt clear on this.

personal

What does life look like after exit? You've got another 30 years at least, or perhaps your next business idea awaits, its vital you have this planned out ahead of time.

personal financial

To live the life you want, on your terms, you'll need it to be funded from your business exit. That needs to be crystallized as part of your succession plan.

business

Accelerating value creation, whilst removing dependency on yourself, is'nt easy nor simple. Fear not, helping you design and implement a business structure and plan to get this right is our mission in life.

YOU WILL EVENTUALLY EXIT YOUR BUSINESS, THAT'S A FACT.

What's not yet fact is whether you will be ready...

Our job, no, our passion and mission, is to get you not just ready but in the drivers seat, with every option at your fingertips, to transfer ownership in a way and at maximum value, that takes you to the next stage in your life, no matter what that is.