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Find Exit Strategy Options

We can help you benefit from a  planned strategy designed to maximise wealth. We’ll work with you to get clear on all your goals – business or otherwise – and suggest a range of options for delivering on them.

 Platform 1’s exit strategy options review is a registered service with New Zealand Trade and Enterprise and, subject to meeting the qualifying criteria, NZTE will pay 50% of the fee.

It’s easy. We’ll start with a free introductory meeting to ascertain your need for the service.

If you engage us, we’ll conduct a series of one-on-one meetings with you to gather information pertinent to succession. This includes:

  1. Business Assessment: current business performance, history, potential, constraints and financial position, access to capital.
  2. Owner/Leader Assessment: Personal position, strengths, business areas less enjoyed. Personal time frames for an exit.
  3. Personal and Business review: Implications of the various exit-business strategies.
  4. Assessment of business upside from the various exit options: A detailed report of the various personal and financial options for you to consider for your “next steps”.

Outcome

After this you will:

  • Have a clear understanding of the options available to you
  • Be clear what option is best for your business and circumstances
  • Understand the wealth implications of each option
  • Be ready to make your move towards a better future
  • Have a documented plan

 

CONTACT US TODAY FOR AN OBLIGATION FREE DISCUSSION