Exit Planning & Strategic Advice
The best sales start long before a business is listed. I help you plan your exit, strengthen the things buyers pay for, and choose the right time to sell — on your terms.
What it is
A practical exit plan for your business — your value today, your target, and the steps, timing and structure to get there.
Who it suits
Owners thinking about selling in the next one to five years, or anyone who wants options and a clear plan for the future.
The outcome
A more valuable, more saleable business, less reliance on you, and a clear road map to the exit you want.
Why plan your exit early?
Buyers pay more for businesses that run well without the owner, have reliable profits, a stable team and a secure lease. These things take time to build — and they’re very hard to fix in the middle of a sale.
Exit planning gives you that time. Even small changes made a year or two out can make a real difference to your price, the number of interested buyers and how smoothly the sale goes.
What we often work on
- Reducing reliance on you as the owner
- Building a strong, stable team
- Cleaning up financial reporting
- Lease renewals and options
- Memberships and recurring revenue
- Systems, procedures and booking data
- Timing the sale around your life
- Succession or partial-sale options
Common exit options for salon, spa and wellness owners
- Full sale to an outside buyer — the most common path, ideal when you want a clean exit.
- Sale to a staff member or manager — can protect your legacy, but often needs careful structuring and finance planning.
- Staged exit or partial sale — sell part now, the rest later, or stay on for a transition period.
- Step back and appoint a manager — keep ownership while reducing your day-to-day role, often a step towards a future sale.
What exit planning includes
- Clarifying your personal and financial goals
- A free, confidential appraisal as your baseline
- A value-gap review of your business
- A prioritised improvement plan with timeframes
- Advice on lease renewals and long-term commitments
- Team and succession planning
- Regular check-ins as the plan progresses
- Choosing the right time and structure to sell
How it works
Clarify your goals
What do you want life to look like after the sale? Timing, money, your team and your legacy all shape the plan.
Benchmark your value
We start with a free, confidential appraisal so you know exactly where you stand.
Find the value gaps
I identify what’s holding value back — owner reliance, staffing, lease terms, systems or record keeping.
Build your plan
A clear, prioritised plan with realistic timeframes, which we review together as you go.
Sell when you’re ready
When the time is right, your business goes to market prepared and positioned for the best result.
Exit Planning & Strategic Advice: common questions
Straight answers to the questions owners ask me most.
Can’t see your question? Ask me directly or call 0432 371 067.
When should I start exit planning?
Ideally two to three years before you’d like to sell. But even six to twelve months of focused preparation can make a meaningful difference.
Is exit planning only for owners who definitely want to sell?
No. Many owners use it to understand their options and build a stronger business — whether they sell, step back or hand over to a successor.
Do you work alongside my accountant?
Yes. I’m happy to work with your accountant, solicitor and financial adviser so everyone is aligned on the plan.
What does strategic advice cover?
Anything that affects value and saleability: structure, staffing, lease negotiations, pricing, services and how the business is presented to buyers.
Can I sell to one of my staff?
Yes, and it can be a lovely outcome. It does need careful planning around price, finance and timing, which is exactly what exit planning helps with.
Other ways I can help
Find out what your business is really worth.
Your free, confidential business appraisal is the first step — whether you’re ready to sell now or simply planning ahead. No obligation, no pressure, and nothing leaves the room.
