An exit strategy is essential to the long-term success of your business (and your own peace of mind). Of course, retirement from a fully realised business opportunity is the goal of many business owners. However, you could benefit enormously just by being ready to quickly take advantage of an offer to buy your business. Similarly, when misfortune strikes, a rock-solid plan will make all the difference.
Matrix Norwest’s team of trusted advisors and financial planners, as well as our Taxation and Accounting experts, can help with a range of strategies to safeguard the future of your business.
Shareholder or partnership agreements
Outline roles and responsibilities, decision-making processes, exit strategies and more. An agreement is essential to the smooth operation of any business structure, whether or not you’re working with family or friends.
Selling your business
Maximise the return on the sale of your business. Ensure it is ready for sale, and that the legal and tax arrangements you have in place put you in the best possible position.
Buying and selling: agreements and insurance
Fortify your agreement with an insurance suite that protects all parties in the event of death or disablement.
Family succession planning
Is your wish to pass your business to your family? To give it, you must first protect it. For a true gift that is unencumbered, formally outline the expectations of all parties and make a plan for a smooth transition.