Having bought or sold several businesses over the last 15 years, I’ve found that several factors stand out:
Importantly, postexit you also need assistance with asset-protection estate planning and ongoing investment planning – the change from business owner to self-funded retiree is substantial.
The correct implementation of the items outlined above will achieve two key outcomes – maximise the value of the business and successfully extract that value upon exit!
Craig West, CEO, Succession Plus
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