Exit Like a Boss: Your Fast-Track Guide to a Smarter, Stronger, More Valuable Exit
21 Steps Every Business Owner Needs for a Successful Exit
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Planning Your Business Exit with Confidence
Turning your business into a lasting legacy starts with a plan for exit. The right strategy can maximise value, protect your people, and give you peace of mind. The wrong approach can create stress, missed opportunities, and lower returns.
This webinar is for medium-sized business owners and advisers seeking a clear roadmap to a successful exit. Using our proven 21-Step framework, you’ll learn how to build value, reduce risk, and ensure your business and finances are truly exit-ready.
Learning Highlights
- How to create a complete exit strategy that covers both business and personal goals.
- The main exit options available in Australia, from trade sale to employee ownership and family succession.
- The 21-Steps framework for maximising business value and reducing risks before exit.
- What happens after exit, including investment planning, wealth protection, and estate planning.
Designed for Business Owners and Advisers
- Business owners preparing to exit within the next 1–5 years.
- Advisers and accountants supporting clients with succession and exit planning.
- Succession planners and financial advisers looking to deepen their expertise.
- Family business leaders considering transition to the next generation.
If you want to protect what you’ve built, maximise value, and secure the future for yourself, your family, and your business, this session will show you the steps.
Find Answers To Common Questions Here
Get answers to the key questions every business owner faces when planning an exit: how long preparation takes, the risks of delaying, the right exit options, how to increase valuation, and the role advisers play. Walk away with a clear plan to secure the best outcome for your business and future.
Q1. What does “exit like a boss” actually mean?
It means having a well-prepared, structured exit plan that maximises the value of your business, minimises risk, and ensures you walk away on your terms.
Q2. Why do business owners in Australia need exit planning?
Because without a clear strategy, owners often leave money on the table, face unexpected tax bills, or struggle to hand over the business smoothly.
Q3. How long should I allow to prepare my business for exit?
Typically 1–3 years. This allows time to build valuation, strengthen systems, and put the right structures in place.
Q4. What are the biggest risks if I don’t plan my exit?
Common risks include reduced valuation, buyer demands during due diligence, higher tax liabilities, or being forced into a rushed sale.
Q5. How do I know which exit option is right for me?
It depends on your goals, timeline, and circumstances. Each option—trade sale, family transfer, employee ownership, or management buyout - carries different implications for value, control, and tax.
Q6. How does a structured framework help with succession planning?
It aligns your personal, financial, and business goals, reduces uncertainty, and improves outcomes for owners, employees, and advisers.
Q7. What role do advisers play in exit planning?
Advisers such as accountants, lawyers, and succession specialists are critical for tax planning, legal compliance, business valuation, and structuring transactions.
Q8. How can exit planning improve business valuation?
By reducing owner dependence, managing risks, strengthening governance, and enhancing intangible assets such as brand and employees.
Q9. Is exit planning relevant if I intend to pass my business to family?
Yes. Family succession still requires management succession, ownership structures, tax planning, and protections to maintain fairness.
Q10. What happens if I delay planning my exit?
Delaying limits your choices, reduces valuation, and increases stress. Starting early ensures you have control and achieve the best result.