You’ve done the hard yards. Now it’s time for the next stage!

Exit Strategies & Business Owner Retirement Plans

For decades, you have honed your skills and built your business from the ground up. Your staff and customers are like family, and you are a wealth of knowledge in your industry.

It is now time to reprioritise.

It's time to spend time with family and grandkids, to travel, to play sports, and to finally reap the well-earned benefits of all that hard work.

But for most owners, there’s a huge, stressful gap between wanting to retire and being able to. Your business is built on your knowledge and your hard work, making it impossible to leave.

I specialise in bridging that gap.

I partner with owners on defined, short-term contracts to get their business "exit-ready." I am a hands-on operator who actively builds the path for you to step away. Whether your goal is handing the business to family, selling it for maximum value, or hiring a manager for passive income, I implement the systems to make it possible.

I get your business ready, so you can finally get out...

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Exit Strategies & Business Owner Retirement Plans

  • Family Business Succession

    Family Business Succession

    Handing your business to family is one of the most personal and challenging transitions an owner can make. The "secret sauce" of your business is in your head, and passing it on requires a delicate, objective hand.

    I act as your guide to navigate this process.

    We work together to translate your lifetime of knowledge into a formal business "playbook." This isn't just about documenting the past; it's about future-proofing the business for its next chapter.

    Together, we build the modern systems and clear procedures that empower your family to lead with confidence. This collaborative approach ensures a smooth transition, removing emotional friction and protecting your two most important assets: your legacy and your family relationships.
  • Passive Income - Management

    Passive Income - Management


    From Operator to Owner: The Passive Income Path

    Want to step back and earn passive income, but you're trapped? The solution isn't finding a "unicorn" replacement; it's building a system a great manager can run.

    I guide you through this transition.

    Together, we build a profitable operational framework. This isn't just about documenting your unique expertise; it's about modernizing business operations and identifying new areas for growth.

    I then help you find and train your new leader—whether from your internal team or an external hire—to run this new, future-proof structure.

    This process turns your job into a true asset, allowing the company to continue growing while providing you with the ongoing passive returns you've earned.

  • Business Sale Preparation

    Business Sale Preparation


    Preparing Your Business for Sale

    You only get one chance to sell your life's work. A buyer isn't just purchasing your past success; they are investing in future profit. A business that depends entirely on you is a high-risk gamble and will fetch a low price.

    I guide you through the critical process of preparing your business for a maximum-value sale.

    Together, we turn your decades of deep experience into a valuable, transferable system. We create a turn-key operation that a new owner can step into and run with confidence.

    We modernize operations, future-proof the company, and clearly showcase potential areas for growth, all of which significantly increase the final sale price.

    This process ensures you get the maximum return you deserve and gives you the peace of mind that your legacy will continue safely in new hands.

  • Interim Business Management

    Interim Business Management


    Are you unsure of the best path forward? Or are you simply burned out and desperately need a holiday?

    Sometimes, you are too busy running the business to have the time or space to plan your future... or even take a break.

    I can step into the driver's seat as your Interim Manager, taking the daily operations and fires off your plate. This gives you immediate breathing room, stability, and the freedom to get away.

    While I am running the business, we can work together to map out the best path forward. We can spend this time analysing the operation, looking at the best ways to maximise your returns, and planning how to ease your final transition—whichever path that may be.

    Whether you need a strategic partner to help you plan your exit or just a reliable professional to run the company while you take some well-deserved downtime, I'm here to help.

    This service is available Australia and New Zealand-wide by negotiation.

  • Business Wind-Up Strategy

    Business Wind-Up Strategy


    The Dignified Closure: A Strategic Business Wind-Down

    Sometimes, the smartest path isn't a sale, but a strategic closure. For a solvent owner, a Voluntary Liquidation can be the fastest, most tax-effective way to exit and access your capital.

    But without a plan, a wind-down becomes a chaotic fire sale.

    I act as your objective guide to ensure this is done right. Together, we develop the master strategic plan. I then help you engage and coordinate all key parties—from accountants and liquidators to auction houses—to manage the process professionally.

    This ensures you walk away with the maximum possible capital and the peace of mind that you ended your business journey on your own terms.on goes here

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