Exit / Succession Strategy

We help clients consider the full range of options when a change in ownership is the right strategy for the business and its shareholders, or when the owners wish to realise some value from their investment.

Our approach ensures that all options are considered in a sensitive and independent manner. These options may include refinancing, management buyouts (MBO) or buy-ins (MBI), vendor-initiated MBOs (VIMBO), full or partial trade sales, or listing on a public exchange.

It is important to fully understand and explore all options – often our clients have a certain option in mind - however, when they understand exactly what each option can offer to them, the business, and the other key stakeholders their views can change.

Having considered the dynamics around the shareholders, management, business, and the market we will recommend the optimum exit/value realisation strategy and the appropriate timeframe with a view to maximising shareholder value.

How we can help

  • audit and assurance services
  • budgeting and financial forecasting
  • business process improvement
  • corporate finance
  • outsourcing
  • corporate and personal tax advice
  • financial control
  • IPO advice and support
  • organisational management
  • personal financial planning
  • strategic planning
  • transaction support.

Return back to our main M&A page for more of offerings.

Get in touch

If you would like to contact the Financial Advisory team, please contact us or use the link below to submit Request For Proposal documents

Submit an RFP

Our team