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A gradual transition to a capable new leader while you step back over time to focus on other interests or initiatives often delivers better outcomes for both value and risk than a sudden exit.

In many cases, your existing business remains your best medium to long term investment. You retain some ownership, reduce day‑to‑day involvement, and continue to benefit as the business grows without fully relying on you. The younger driven new person does more of the heavy lifting.

By contrast, an outright sale doesn’t always achieve these outcomes. Many businesses that are taken to market don’t sell at all, and those that do often fall short of the price required to genuinely support the owner’s lifestyle goals. While an advertised sale process was once one of the only exit options, that is no longer the case.

Our track record shows that owners who transition gradually can achieve significantly higher personal and financial returns over time than they could through a one‑off sale.

Why Exit Gradually?

Consider a scenario where you divest your shares each year over two to four years. At each stage, the business is revalued. As the business grows, each tranche of equity is sold at a higher value. Throughout the process, you continue to receive dividends in line with your remaining shareholding, while progressively reducing your involvement, often stepping out entirely in the later stages.

The result is higher capital returns, ongoing income, and a smoother transition rather than a single exit event with limited upside.

Not ready to exit but still want to grow? In many cases, what’s missing is not opportunity, but fresh talent and aligned capital. Platform 1 runs a targeted search to find the right individual to partner with you, someone who brings both capability and commitment. When the fit is right, the growth unlocked can exceed expectations.

Every business owner is different. Your goals, timelines, and priorities are unique and your Platform 1 programme is tailored to reflect

 

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Is Business Owner Transition right for you and your business?

The key determinant on whether Business Owner Transition is right for you is whether your business has growth potential that a talented person with capital can exploit. 

The general criteria is :

$2M to $20M turnover

Must have growth potential and be profitable

Established businesses – no start-ups

Owner must be open to a Business Partner working in their business and a more gradual exit- generally over 2-4 years

Because you still get dividends and higher capital payments as you exit, you will create more wealth over time than an outright sale.

 

 

What is Business Owner Transition ?

Business Owner Transition is a method of exiting 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. This is normally 25% a year over 4 years however other structures can be utilised. A governance process is set up to ensure the transition meets your needs.

Why a Gradual Business Exit?

Many business owners are left frustrated with the outcomes of an outright sale process. If the business does in fact sell they often don't get the value they expected and can the new owner help maintain your legacy ?

What are the business owner benefits of a gradual sell-down?

Benefits

  • Enjoy a lifestyle outside the business with ongoing and growing income, plus have free cash.
  • Continue to work in the business doing what you enjoy, while sharing the load with a talented manager who continues to grow the company.
  • As the Value of your business grows, any future equity offered is based on the revised value. You continue to receive dividends and higher capital payments.
  • See your business go from strength to strength with carefully selected new leadership.
  • Maintain your legacy
  • Gain greater wealth than through an outright sale.

Every business owner's goals are unique - as will your Platform 1 programme be.