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The Exit Roadmap

Are you a Financial Advice Business Owner who wants to maximise the value of your business sale and ensure a smooth exit process, but not sure where to start?

Look no further than "The Exit Roadmap" service!

We understand that many Business Owners are hesitant to begin the exit planning process until they're ready to sell, but it can take years to get your business into an attractive "saleable" condition. With The Exit Roadmap you'll have the structure and plan you need to be in a good place when you're eventually ready to sell your business, whether that's in one year, two years, or five years’ time.

Our expert Consultant, will become a Partner to your business, providing the support and guidance to ensure that you're prepared for any unexpected circumstances. We offer a highly personalised action plan, taking into account your personal readiness and the readiness of your business, and we keep you accountable and on track to achieve your growth goals.

The Exit Roadmap starts with a detailed screening and health check to provide an accurate representation of where you and your business currently stand. We value your business using the Paul Harper M&A exclusive financial advice valuation tool. From there, we work with you to create a personalised plan that is tailored to your business's specific needs and goals. After each year, we re-value your business using our exclusive valuation tool.

The Master Action Plan

The bespoke action plan is compiled from your specific answers to 4 questionnaires, which measure: 

  1. Business Attractiveness

  2. Business Saleability
  3. Financial Readiness
  4. Personal Readiness

From your results, we create a highly personal, detailed and comprehensive plan to guide you towards your business goals. 

Having a plan in place is essential for continued development, but having a plan is only the first step. To truly succeed, proper implemention, actions and on-going reviews are essential. And that's where we come in and add value...

The Exit Roadmap service offers a range of services (see below) to help you take the first steps towards a successful and stress-free business sale. With our guidance and support, you can ensure that you leave your team and clients in the best possible condition and get the best value out of your sale.

Don't wait until it's too late to start planning ahead. Afterall, in relative terms, a small financial investment in creating a roadmap could lead to a siginficantly better return when you eventually come to sell your business.

Contact us today and take the first step towards a successful exit! 


Why should you invest in The Exit Roadmap?

According to a Business Optics Survey conducted from 2010 to 2019, which looked at companies employing between 1 – 50 people, of the 1.3 million businesses:

  • More than 90% of businesses are not sellable in their current condition
  • For those that are for sale, less than 20% will sell
  • For those that do sell, less than 5% will sell for what the owner expected.

To make matters worse, it is estimated that around 50% of Business Owners will be forced to exit their business unexpectedly due to ill health or a change in personal circumstances.


Why should you consider formalising a plan?
  1. Life is uncertain.
  2. Exiting does not happen quickly.
  3. A plan gives buyers a better picture.


Our Service Offering 



The Process

The key benefits of The Exit Roadmap
  • Increased sale value (when it comes to eventually selling)
  • Exclusive use of our financial advice valuation tool
  • A robust plan in place if suddenly forced into a sale
  • Removes uncertainty and anxiety
  • Puts the business in a better shape
  • De-risks important elements 
  • Puts you, your team and your clients in a better position 
  • Provides structure and guidance 
  • Guidance from someone outside of your business 


Additional Services

It's worth bearing in mind, that we do not just identify the gaps, and leave you to figure it out on your own. We offer a comprehensive suite of solutions designed to support you throughout the entire journey.

Whether you need (for example):

  • A Consumer Duty review
  • A Consumer Duty Champion
  • Executive Coaching / Mentoring
  • Team Coaching
  • Sales training
  • Operational support
  • Sales training
  • Culture Champion
  • Integration of People & Culture


All of our Consulting Associates have many years of industry experience and understand and empathise with your objectives. We have the resources, tools and knowledge to provide the guidance and support you need to achieve your business goals and to ultimately increase the value of your business.

From start to finish, we're committed to being there for you every step of the way, providing the expertise and guidance you need to achieve your business goals.




If you'd like to set up an initial confidential call, or would like further information on The Exit Roadmap,

set up a call here

or give Paul Harper a call on 01761 252 536

or email:


General Enquiries