Business Transition for Owners - Sell & Exit Gradually

Business Owner Transition

Business Owner Transition is a method of exiting or growing a private business, over time, to an external talented person with capital. This person works full-time in the business and buys shares in the business over time and to an agreed plan. A governance process is set up to ensure the transition meets your needs.

Maybe you still enjoy working in your business but want to work on the parts of the business you enjoy or are good at? Or do you simply want more free time? If you are committed to leaving a strong legacy behind, you don't want to leave it to the wrong people. A professionally facilitated business owner transition could be what you need. Achieve your goals through Platform 1 by finding a talented person to work alongside you, help grow the business and buy you out gradually.

With Platform 1's expert business owner transition process, you can enjoy the future you've always wanted.

Our Services

Tired of day to day management and looking for a better lifestyle?

We’ll help you get positioned to work only on those parts of the business you enjoy or where your skills are most valuable. At the same time, we’ll help you plan and implement a staged exit that delivers you more wealth than an outright sale could ever achieve.

Would a talented leader with capital and complementary skills help grow your business and maximise your wealth?

Does your business have opportunities that you haven't yet been able to capitalise on? A fresh injection of talent and capital could take your business to the next level and achieve its potential.

Not exiting but would an injection of capability and capital assist your growth plans ?

Bringing a skilled person with capital to work in your business can often help take it to the next level and make your vision a reality.

Our insights

"Why Salaried GM's Fail In Medium Sized Businesses

Aug 15, 2022

"John has a successful medium sized business that has a turnover of about $6M and a reasonable profit. The problem is he is tied to it and can’t get to the Bach or go fishing as much as he would like. Getting in a GM seems like the answer and his accountant recommends a successful sales manager, Peter, who he believes is ready to step up to a GM role. Peter is 32 and currently works for a much larger business. John likes Peter and offers him the role after the first meeting. Peter is happy because it is a step up for him in both responsibility and salary.

Learn more

Success Stories

All success stories

Electronics Manufacturing Business

May 30, 2022

The client is a medium sized Electronics Manufacturing business. The company was founded in the 1980's, recognising the growing need for electronics installation and service in the Marine industry.

Learn more

Our Testimonials

Digital and Brand Agency

Business Owner

After a referral, I engaged Platform 1 to facilitate a challenging succession plan for my business. It has been highly successful and I’m delighted with the result and the successful candidate. I highly recommend Platform 1 for business owners wishing to transition out of their business over time while realising great value.

Property Management

Business Owner

We engaged Platform 1 to assist with the appointment of a General Manager with a view to succession planning. One of the unique features was the introduction of a mentor for our organisation. This has proved to be an extremely successful commercial arrangement.

Commercial Cleaning

Business Owner

I was tired and saw business opportunities but did not have the time or enthusiasm to realise the growth. Platform 1 found a leader who will buy me out over 5 years and set up an advisory board for governance and to ensure we stayed on track. I am pleased to say that with the help of Platform 1 we are well on the way to doubling the size of our business and I can see a business exit for me that will deliver more wealth for a rewarding lifestyle.

FMCG

Business Owner

Our business was the leading player in its FMCG category with strong export and ran as a family business until I needed to be less involved. We worked with Platform 1 and were able to appoint a new leader who took an ownership attitude and worked closely with me. They quickly got to grips with the business and made some strong gains, until an approach from a major industry player “made us an offer we couldn’t refuse”. The partnership with Platform 1 worked smoothly and gave us some excellent options for talent.

Manufacturer/Exporter

Business Owner

Our experience with Platform 1 helping with the sale of specifically my shares of our ongoing business has been excellent. Finding a new Business Partner who must be compatible with the continuing shareholders can be tricky unless you spend a lot of time together. Their methodology allows for just that to happen and worked a charm. Platform 1's efforts were outstanding and yielded a broad range of qualified parties interested in taking up the opportunity offered.

Current opportunities

View all

Residential Building Business - West Auckland

Our client is a well-established home building business with a long track record of excellence and customer satisfaction . As a result, they have a high level of repeat clients. They are well capitalised with a lean overhead structure leading to a stable cash flow and maximised returns. The business is based in West Auckland however work throughout the region.

Learn more

Water and Wastewater Business - Auckland

This well established business in the engineering and construction sector is a leader in water,wastewater and process solutions. The business is Auckland based however clients are spread through the county. They solve complex problems for their clients and have developed a range of services and products to meet these needs.

Learn more

Residential Building Business - Northland

We have an excellent opportunity with a well-established home building business with a long track record of excellence and customer satisfaction in Whangarei and Northland.

Learn more

Market Leader In Business Owner Transition

Business Owner Transition

Our insights

Success Stories

Our Testimonials

Digital and Brand Agency

Business Owner

Property Management

Business Owner

Commercial Cleaning

Business Owner

FMCG

Business Owner

Manufacturer/Exporter

Business Owner

Current opportunities