The Plan to Help You Achieve Your Most Important Goal 

With a targeted exit plan, you can achieve the ultimate success -

a business you can build and exit successfully, and the personal and financial freedom you deserve. 

As business owners, we seem hard wired to grow.
But why are we growing? What is our ultimate end-game?

Growing your business can be all consuming, it’s so easy to get caught up on the day-to-day —sales, marketing, cash flow and revenue. Often, planning for your future gets pushed to the back burner.  

Then at some point, it hits home…  

  • You feel trapped because your business depends on you 
  • You haven’t got the right successors in place to take the business forward 
  • All your chips are on the table - your net worth is invested in your business 
  • You’ve not focused on your wealth planning and lifestyle goals 
  • Your business isn’t worth what you thought, so you can’t sell 
  • You don’t have personal goals and passions outside the business 

You weren’t born to business, you were born to live life.
Your business should be the vehicle to help you achieve what you want in life.

An Exit Plan makes things simple.

It will clarify 3 things:

Where are you now?

Where do you want to be?

What’s the pathway to get there?

A good Exit Planning process will help you get clear on:

  • Your objectives for the business and timeline for exit 
  • Valuation and profit projections 
  • Shareholder alignment 
  • Your personal goals 
  • The gaps that exist based on where you want to be and where you are now 
  • Your Business Readiness and Personal Readiness scores for exiting
An Exit Plan makes things simple

What's Involved in the Discovery Session?

This discovery session is for you if you are thinking of the next steps for your life and your business.
During the session, we’ll focus on 3 key areas:
Where are you today?
What does your ideal exit look like?
What are the key steps to get you there?

We'll discuss

The value of your business now and in the future 

Your business goals 

Personal reasons for considering exiting 

The different types of exit options available 

Succession considerations 

The timing of markets and opportunities 

Your personal motivations, energy and health 

Lifestyle and financial goals 

Every entrepreneur will exit. 
It's one of the few absolute certainties in business.

Is there a Cost to this Session?

This Discovery Session is an exclusive offer.

While there is no cost for the session, we ask that you make a small contribution of $100AUD. This fee will go directly to Kiva (minus the GST and a small charge from Stripe) where it will be invested in loans to support business owners in underdeveloped countries.

Set yourself up for success and do the same for another business owner!

Find out how Kiva works
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How Kiva works
Make a loan, change a life

Book in a Call Now!

One of our expert advisors is looking forward to taking you through this discovery session. 

The advisor will also answer any questions you have around business exit including: 
Don’t get stuck in the ‘Owner’s Trap’

Refocus on why you are building your business. With the clarity of an exit plan, your business will flourish, you’ll have more time for yourself, and you’ll be on your way to financial freedom.