12X Exit Advisory — Arm 03 — Business Transition

From Succession Planning
to Settlement.

For founders navigating a sale, merger, or generational transfer. A practitioner who has been in the room, built the businesses, and sat on both sides of the table — not a broker working on commission.

An exit is the largest financial event in most founders' lives. Most founders go into it underinformed, underrepresented, or both. Brokers are incentivised to close, not to protect. Accountants see the numbers. Lawyers see the contract. Nobody sees the whole picture with you.

This engagement puts a practitioner alongside you for the full arc — from the decision to exit through to settlement and handover. The work is as practical as it gets.

What the Engagement Covers

  • Exit readiness assessment — where the business sits versus where it needs to be
  • Business positioning and value narrative for prospective buyers
  • Deal structure review and negotiation support
  • Transition planning — staff, clients, suppliers, operations
  • Coordination with legal and accounting advisors
  • Post-settlement handover architecture

Who This Is For

  • Founders planning a trade sale in the next 1–5 years who want to be positioned properly before going to market
  • Family business principals managing a generational transfer — to children, management, or an external buyer
  • Business owners who have received an unsolicited offer and need an independent perspective before responding
  • Founders who want to protect what they have built — the culture, the people, the way it runs

What Makes This Different

  • No commission on sale — the engagement is fixed fee or retainer, not success fee
  • Practitioner experience on both sides of acquisition — as buyer and seller
  • Holistic scope: not just the deal, but the human and operational transition

Thinking about an exit?

Early conversations are free. Begin with the intake form or call directly.

Begin Intake Book a Call