It All Begins with Insights: The Roadmap to a Successful Business Exit
Find hidden value and build your legacy.
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Insights That Drive Exit Success
Every business owner asks the same question at some point: How much is my business really worth and why?
This webinar will show you how to measure, understand, and improve business value using practical tools and proven methods. Through the Business Insights Report and the 21-step roadmap, you’ll learn how to identify risks, close value gaps, and accelerate growth in preparation for succession or exit.
Perfect for medium-sized business owners and advisers, this session will give you clear, practical steps to move from knowing your current value to achieving your value potential.
Learning Highlights
- Understand how to calculate your business value and what drives it.
- Identify profit gaps and risk areas that reduce valuation.
- Learn how buyers, investors, and lenders assess a business.
- See how financial and non-financial performance impact multiples.
- Discover how to close the value gap and increase equity before exit.
Designed for Business Owners and Advisers
- Business owners preparing for succession or exit who want to maximise value.
- Financial advisers and accountants who support business clients in exit planning.
- Succession and exit planners looking for structured methods to guide clients.
- Business consultants and advisers who want to understand valuation drivers.
If you are advising or owning a medium-sized business, this session will give you insights into both the numbers and the strategies that determine true business value.
Find Answers To Common Questions Here
Understand what drives the true value of your business, how risk reduction and profit improvement impact valuation, and what steps you can take now to close the value gap and prepare for exit.
Q1. What does it mean to understand the value of a business?
It means knowing not just the headline number, but also the drivers behind it - profitability, risk factors, and future growth potential. Understanding these elements helps owners see why their business is valued at its current level and what can be done to improve it.
Q2. How is the Business Insights Report used in valuation?
It analyses financial and non-financial factors, benchmarks against industry standards, and highlights risks and opportunities that affect valuation.
Q3. Do I need to be preparing for an immediate exit to benefit?
No. Even if you are years away from exit, knowing your value drivers helps you make better decisions today.
Q4. How can I take action now to increase my business value?
You can start by identifying and strengthening key value drivers such as profitability, client relationships, operational systems, and your team’s capability. Reduce risks like founder dependency or client concentration, improve processes, and plan strategically for growth. Small, targeted improvements now can significantly enhance your business’s worth and readiness for a future succession or exit.
Q5. Will this cover tax and legal aspects of exit planning?
Yes, it includes structural considerations such as asset ownership, tax implications, and protection strategies.
Q6. How does risk reduction increase valuation?
Reducing risks in management, systems, and operations improves multiples, which directly increases the overall value.
Q7. Can advisers use this framework with their clients?
Yes. The methodology is designed for both owners and advisers to apply in real business contexts.
Q8. What industries does this apply to?
The approach works across all industries, with benchmarking adapted to each sector.
Q9. How long does it take to close a value gap?
Typically 1 to 3 years, depending on the scale of improvements needed.
Q10. Is there a cost to accessing the Business Insights Report?
The webinar will explain how to access the report and its role in guiding the exit planning process.