HW_Exit_Planning_Handbook

//Exit Planning For
Business Owners

Contents // Exit Planning For Business Owners

04 Getting Your Business Ready For Sale

06 Preparing For Due Diligence

08 Preparing For Your Financial Future

Your business is more than just a stream of income//

You’ve put in the hours, made countless sacrifices, and seen it through thick and thin. It’s a representation of years of hard work, entrepreneurship, and ambition. It’s your livelihood. It’s your passion. It’s part of who you are.

Letting go of all that isn’t just a cornerstone in your career, it’s a cornerstone in your life. But the day will inevitably come when, like any other entrepreneur, you start thinking about your exit. And it is never a decision that any owner takes lightly.

The exit planning process is filled with emotion, financial forethought, and strategic decision making. Not only for your business, but for your team, your family, and your legacy.

Make no bones about it, it’s a lengthy ordeal. Navigating your way through all the milestones, whilst staying focused on your personal goals and continuing to run your business can be daunting and, at times, exhausting. It’s critical that you have the right information and advice to aid your decision making.

From considering your post-exit future and finding the right successor, to maximising your business’ value and ensuring your wealth is managed efficiently - our experts have compiled realworld advice, actionable insights, and planning points that you can use throughout your journey.

Whether you’re actively planning or you’re taking the first steps towards exiting, this handbook will help you to lay a solid foundation for a successful exit strategy, empowering you to handle the process with confidence and clarity.