Our structured exit planning approach has consistently helped business owners achieve higher multiples at sale through strategic value optimisation.
We are active investors. We’ve built, sold, and acquired businesses ourselves. We bring firsthand experience and enterprise-level expertise to mid-market transactions.
Our expertise goes beyond traditional exits. We structure innovative solutions that maximise value while meeting your specific needs, from partial exits to strategic partnerships.
Our success is tied to yours through our unique fee structure. We invest time and resources upfront to ensure your business achieves its full potential at sale.
From succession planning to tax optimisation, we help you navigate complex decisions early to ensure a smooth transition and protect your wealth when it’s time to sell.
Comprehensive evaluation of your current business, financial performance, market position, and identification of key value drivers and enhancement opportunities.
Based on the owner's goals and the business assessment, choose the most suitable exit strategy. Outline a detailed plan, including timelines, potential buyers, and key milestones.
Systematic improvement and streamlining of financial health, operations, legals and other organisational systems to increase business value and buyer appeal.
Development of comprehensive sale marketing materials and buyer engagement plan to position your business effectively for sale. Work with partner accountants to develop a tax-efficient sale structure.
Strategic outreach and careful vetting of qualified buyers through our private network.
Expert guidance through negotiations, due diligence, and deal structuring to ensure optimal outcomes.
Work with financial advisors to develop a personal investments and savings strategy post sale.
The secret sauce to creating a high-value asset doesn’t have to be complicated. Everything your exit needs, in one single the checklist
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We’re not just advisors. We’re active investors and operators. Access the networks, skills and deal-making capabilities that are transforming Australian mid-market exits through our team
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Ideally, exit planning should begin at least 6 months before you intend to sell. However, many business owners work with us 2-3 years in advance to maximise their business value and ensure all options are available when they choose to exit.
No. While we typically work with businesses valued between $1-15M, the principles of value optimisation apply to companies of all sizes. Early preparation is key to achieving the best possible outcome, regardless of your current size.
That's common and exactly why exit planning is valuable. Our process helps you understand your options and prepare your business for multiple scenarios - whether that's an eventual sale, strategic partnership, or continued growth. Good exit planning creates choices.
Exit planning systematically improves key business drivers that buyers value most. This includes reducing key person dependencies, implementing robust operational processes, strengthening financial controls, creating strong management teams, documenting procedures, diversifying customer bases, establishing reliable revenue streams and building on intangible assets.
Our structured approach helps owners achieve higher multiples by transforming their business into a valuable asset that can thrive without their day-to-day involvement.
We're active investors and operators ourselves. As part of the HU Group, we continue to buy, build, and sell our own businesses. This means we bring practical experience and enterprise-level expertise to mid-market transactions, along with access to networks typically reserved for larger deals.
The timeline varies based on your goals and your business's current state. Most clients work with us for 6-36 months to fully optimise their business value. However, we can adjust our approach based on your specific timeline and objectives.
Absolutely. Our role is to work alongside you, providing strategic guidance while you maintain full control of day-to-day operations. We structure our engagement to minimise disruption to your business while maximising long-term value.
