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