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:
Business Assessment: current business performance, history, potential, constraints and financial position, access to capital.
Owner/Leader Assessment: Personal position, strengths, business areas less enjoyed. Personal time frames for an exit.
Personal and Business review: Implications of the various exit-business strategies.
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”.
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