Get The Retirement You Want!
Business: Transition: Life
As a Small Business Owner…
Your final step: sell your business successfully to power your future.
Yes?
A Succession Plan, If You Prefer!
The are 2 ways to get a result.
On your own and hope for the best…
OR
with our guidance for maximum value and the least stress.
We are NOT Brokers, but Mentors* to Guide YOU.
Exiting your business is more than a transaction—it’s a journey;
encompassing emotion, family dynamics, and strategic decisions.
Whether you’re passing the torch to family,
exploring partnerships, or considering an outsider.
There are a myriad of issues to contend with,
work through and make key lifestyle decisions on.
And it can be a scary and stressful journey, with life or death outcomes.
We can be your valuable mentor – coach to save you from distress.
Too Much Life, Not Enough Money... Really Sucks
Do You Know?
Before we delve into the transformative possibilities that could reshape your life, it's essential to bring your attention to some unsettling facts.
There are around 605,000 small businesses in New Zealand (2.5 million in Australia).
And of all these in NZ, there are 184000 small businesses, whose owners are aged 50 and over and will be leaving in the next decade.
75% of small business owners want to sell their business to fund retirement.
And around ONLY 20 – 30% of small businesses sell.
Means 70 -80% FAIL !
How about yours?
How about the rate in Australia ?
It’s reported in Australia, 85,000 businesses fail to sell per year. The same devastating failure rate.
So, if you are wanting to fund your retirement with your business sale, you need our help.
Scroll down to see how…
You can go straight to:
“Coaching Options Here”
Why Do You Need A Ready To Exit Plan - Things Happen Anytime.
Why a Planned Exit Matters:
- It will save you significant stress and pressure.
- It will spare you the time, energy, and effort of trying to figure it out later.
- It will streamline the process, ensuring your business is ready for whatever comes your way.
- It will deliver a far greater “pot of gold” when you need it most.
As a small business owner:
One day, you will leave your business – it’s inevitable. You likely expect your business to provide for a comfortable and enjoyable retirement.
But will it?
Life is unpredictable. You may not have the luxury of choosing the timing of your exit. Health issues, for example, can arise without warning and force a decision before you’re prepared.
Planning now ensures you’re ready for the unexpected.
Do Not Know Where or How to Start?
Let us work with you to get the process underway. Whether you are just wanting to dip your toe in or have a fully developed plan, we can satisfy your needs, starting today.
Like some guidance? We’re not just advisors; we’re your “partners” in this intricate venture.
What We Do For You
As your dedicated mentor – coach, we prioritise your well-being and success, tailoring our approach to achieve the best outcome for your unique exit plans. Our care extends beyond you to your employees, customers, and suppliers, ensuring a smooth and harmonious transition for everyone involved. This isn’t just about paperwork – it’s about safeguarding your legacy, nurturing relationships, and meeting your financial goals.
Preparation is the cornerstone of a successful exit. Don’t be caught off guard. We’re here to help you navigate the complexities with confidence. We understand the years of effort and passion you’ve poured into your business, and our mission is to ensure your goals are met as you embrace the next phase of your life. Together, we’ll explore your financial needs, personal objectives, and desired sale value, working collaboratively to identify the best exit strategies aligned with your aspirations.
Why go it alone? Attempting to navigate this complex maze solo is fraught with challenges – dead ends, setbacks, and frustration. Without expert guidance, expenses can spiral out of control, and the results may fall short of your expectations.
Start early for the best results. Thinking about your exit plan well in advance – ideally 3 to 5 years – is essential. Early planning gives you the time to enhance your business’s value, streamline operations, and reduce costs. For family-owned businesses, we provide specialised guidance to ensure a seamless transition that preserves both value and relationships.
From tax planning to business valuation and everything in between, we’re with you every step of the way. We ensure you fully understand the implications and opportunities available. Non-financial aspects also matter: we work with you to improve your business’s presentation, refine its culture, and optimise operations to attract the right buyers.
Your business should always be buyer-ready. With a capable management team, a strategic plan, and a strong company culture, you’ll position yourself for maximum success. We’re here to answer your questions, share real-world insights, and guide you through the process. With our mentorship, you can avoid common pitfalls, save time, and secure the best possible value for your hard-earned asset.
If you’re considering the next stage of your life, let’s talk. We’ve been in your shoes, having successfully sold four small businesses ourselves. Our personal experience allows us to mentor and coach you across the stepping stones of this challenging journey, avoiding the swamp and leading you to ultimate success.
Take advantage of our hard-won knowledge and bring it to your table – quickly, effectively, and with confidence.
This could be the smartest decision you make since starting your business.
Why Chris is the Right Enabler for You.
Achieving Full Value for Your Business
Understanding how to receive the full value for your business is essential to ensuring a well-funded and rewarding life beyond it. To make this happen, you need someone who has successfully navigated this process before – someone who can help you avoid costly pitfalls and guide you through a journey that is likely unfamiliar, complex, and filled with potential challenges.
This process is not one you encounter often, and the steep learning curve can catch many off guard. Don’t let yourself be blindsided or lose what you’ve worked so hard to build and deserve to enjoy.
My Experience:
I have personally been through this process four times over my 50 years in small business – as a manager, director, and owner. My journey includes:
- A business operating across 12 countries with a team of 100 staff.
- A two-person business.
- Enterprises in development, manufacturing, and marketing.
- A high-end destination restaurant and wedding venue.
My experience spans New Zealand, Australia, Southeast Asia, and the USA.
I am also a Fellow of the Australian Institute of Management (FAIM), recognised for my professional achievements and expertise.
Why Work with Me?
If you’re looking for someone who truly understands the unique dynamics of transitioning from small business ownership to a relaxing and rewarding lifestyle, I’m that person.
You deserve to enjoy the next chapter of your life after years – even decades – of dedication to your business. I’m here to make that happen as your impartial and experienced guide.
I’m not a broker, lawyer, or accountant. Instead, I provide honest, unbiased advice and stand beside you through the process, enabling you to achieve your goals with confidence and clarity.
If you’re seeking impartial guidance and support, I’m here to help you.
My Business Transition Experiences
(And why I can bring real world experience to guide you to the best result.)
Experience 1
The family business built up over 30 years and the founder when getting near 70 wanted to retire.
It was a development, manufacturing and marketing business that operated in 12 countries and with around 100 staff. Operating in the broad building industry and prided itself on a range of performance solutions to common building problems. Well respected in its field of endeavor…Continue Reading Experience 1
Experience 2
The owners (2) discovered a rundown small restaurant and winery with vineyard attached about 30 km outside of a major city in an old wine producing area. The attraction was the winery architecture, the closeness to the city and the general setting. The owners were not chefs or previous food business owners…Continue Reading Experience 2
Experience 3
A mid-sized manufacturing and distribution business in a large city with around 12 employees. Built from nothing by the owner and his wife over a 30-year period, they offered a range of good value, competitively priced products to the building industry…Continue Reading Experience 3
Experience 4
Here we are looking at a business with only 2 partners and no other staff. It’s a marketing and distribution business with just one product, mostly in the home improvement sector…Continue Reading Experience 4
Experience 5
(This is a good friend’s business)
This is a single owner business in marketing & promotion that operated in a tourist city of 500,000. So, there was an established cliental and the owner was gifted and always looking for new ideas and technology…Continue Reading Experience 5
We have over 10 years experience in business transition consultancy
"The future belongs to those who believe in the beauty of their DREAMS"
We are here for you
You Can Start Here.
Now is the time to take charge of your future.
Choose where you want to start your journey and get ahead of the curve. By planning now, you can ensure that, even if the unforeseen happens, your business plans remain intact.
Even better, when the day comes to retire, you’ll already have everything prepared. Your hard work and foresight will pave the way for a smooth, stress-free transition, giving you and your family peace of mind and confidence in the future.
We have 4 levels of engagement and you are invited to select the one that suits your needs now. You can change – upgrade your requirements as plans evolve, to get more support and clarity. As you go on this journey we know your needs will change and usually require more support and guidance and we are here to provide this for each step of the way.
We are all about helping you position your business for the best sale value. Tell us what you want to achieve and we will do our best to get you there. That’s our commitment to you.
“You Are Your Greatest Asset. Put Your Time, Effort And Money Into Training.”
Tom Hopkins
Level 1, BRONZE
Start Here: Your Free Resource Hub
Not ready to sell yet but want to get a head start? This is the perfect place to begin.
Our free resource centre is packed with valuable information designed to help small business owners understand the key issues involved in selling for maximum value.
What You’ll Find
You’ll gain access to a range of resources covering the challenges and opportunities ahead, with practical insights and pointers to guide you. It’s a great way to get familiar with the process before taking the next steps.
No Pressure, Just Knowledge
If general information is all you need for now, that’s fine. These resources provide a solid foundation, outlining the critical issues to consider and helping you plan the journey ahead.
To get more details click below
Level 2, SILVER
Selling Your Small Business: Key Considerations
Selling your small business isn’t a simple task—it’s a complex journey that involves careful planning and consideration of many factors. From personal readiness to market conditions, there are several crucial elements to weigh before you make the decision to sell.
The 11 Vital Factors to Know
For just under $US20, this guide provides a comprehensive look at 11 essential factors to consider before and during the sale process. It’s the perfect starting point to understand the big picture and take the first steps toward a successful sale.
Ready for More?
When you’re ready to dive deeper, our Level 3 Gold course offers a self-paced online training program packed with even more valuable resources. We’ll even offer you a great entry deal to get started.
To get more details click below
Level 3, GOLD
Your Complete Training Resource
This level gives you access to a downloadable training course:
“From Handshakes to Handoffs: A Beginner’s Guide to Selling Your Small Business.”
Everything You Need to Know
With 35 comprehensive chapters (plus bonus material), this course covers nearly every aspect of the business sale process. From valuable time and money-saving tactics to detailed workbooks, it’s packed with practical information to guide you through every step.
Ongoing Support & Self-Paced Learning
This is a self-paced course, designed to be your go-to resource throughout your journey—from initial ideas to your new lifestyle. Plus, ongoing support is available via subscription, ensuring you’re never on your own.
Unbeatable Value
At just $US297, this course is the best value around, offering everything you need to get started. Plus, you’ll receive a 30-minute strategy planning call to help you stay focused and on track.
To get more details click below
Level 4, PLATINUM
Ready to avoid costly mistakes and secure the best possible sale value for your business?
Tailored Support Just for You
Level 4 offers a personalised, tailor-made support program to ensure you get the best outcome. Through regular meetings—via Zoom or in person—you’ll receive comprehensive mentoring and guidance throughout the entire process, from start to finish.
In-Depth Guidance for Serious Sellers
This level is for small business owners who are committed to getting it right. We’ll dive into all the details that impact your business, your exit plan, and your desired results. With battle-tested advice, you’ll be well-equipped to make informed decisions and maximise your sale value.
Limited Availability for Personalised Support
If you’re serious about achieving the best results, this program is for you. But placements are strictly limited to ensure a high level of personalised attention and support.
Your investment to secure the best out come is tailored to suit your needs and is in the range of $US2500 -9500 +
To get more details click below
What is the cost to you, your family and retirement, by not knowing?
