Start Up

  • Everything falls on you

  • Informed and exciting - you make all the key decisions

  • You sell to people you now and trust

  • And your financial focus is on paying the bills

Start Up

Growth

  • You should begin building a leadership team

  • And focus on winning and retaining clients

  • A clear strategy for execution is now essential

  • Invest in people,systems,sales and marketing, and funding growth

  • Prioritise efficient cash management and optimising working capital

Growth

Expansion & Maturity

  • You should begin building a leadership team

  • And focus on winning and retaining clients

  • A clear strategy for execution is now essential

  • Invest in people,systems,sales and marketing, and funding growth

  • Prioritise efficient cash management and optimising working capital

Expansion & Maturity

Exit

  • Decide if you are emotionally ready to sell your business

  • Review the business and prepare for due diligence

  • Identify and address any weaknesses

  • Ensure the management team enhances your business valuation - confirm they are aligned on aspiration and purpose

  • Review your professional adviser team

  • Review management and employee incentives

  • Review your shareholder and capital structure

  • Prepare your family members to take over the business

  • 'Be ready'

Exit