Plan your exit on your terms
with strategic succession planning that maximises value and protects your legacy
Your business exit is one of the most important decisions you’ll make. We partner with you to ensure it happens on your terms and delivers maximum value. We work closely with you to develop an exit strategy that considers your business, personal goals, and financial objectives. Whether you’re planning to exit in five years or exploring options to access value now while staying involved, we help you protect your wealth, preserve your legacy, and prepare for what’s next.
Strategic Exit Planning That Works for You
Exit planning drives your success through comprehensive value assessment, flexible strategies that adapt to your timeline, tax-effective structuring that maximises proceeds, and succession frameworks that ensure continuity.
Every business decision impacts your exit potential. Whether you’re improving operations, developing your team, or planning significant investments, the implications shape your business value and transition options.
We take a full business journey view, using proven tools and frameworks to measure and systematically grow your business value. By analysing the 8 key drivers that determine business value, we help you understand what makes your business valuable and develop strategies to continue growing its value.
The Drivers of Company Value
Research analysing over 55,000 businesses has identified 8 key factors that drive company value. We use the Value Builder System™ to assess your performance across these drivers, identify improvement opportunities, and develop strategies that systematically enhance your business value.
Our Exit and Succession Planning Services
- Value Builder Assessment: Comprehensive analysis using the 8 drivers framework to baseline your business value and identify improvement opportunities.
- Tax-Effective Exit Structuring: Strategic planning to minimise CGT and other tax obligations whilst maximising proceeds.
- Exit Strategy Development: Tailored planning for family succession, employee share schemes, market sales, mergers, acquisitions, or management buyouts.
- Succession Planning: Leadership development and ownership transition planning to ensure business continuity.
- Value Enhancement Strategies: Systematic improvements to operations, financial performance, and market position to maximise business value.
Learn more about our Quarterly Business Review. - Flexible Exit Strategies: Approaches that allow value extraction while maintaining business involvement and growth potential.
- Wealth Transition Planning: Post-exit wealth management and investment strategies to secure your financial future.
Learn more about our Wealth Management services.
By connecting your exit planning with your broader business strategy and wealth objectives, we help you build value systematically while preparing for a successful transition. With Brentnalls WA, you can focus on growing your business knowing your exit strategy is professionally planned and optimised for maximum value.
It's Never Too Early to Start
Whether you’re considering exit in the next few years or simply want to build a more valuable business for the future, exit planning should be integrated into your business strategy from an early stage. The best businesses are those that work for you, rather than you working for your business — and this foundation is essential for successful exits.
