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Business Exit Planning

Business Exit Planning in Melbourne

Prepare your business for a sale, succession or step back, with a clear view of what it is worth today and what would make it worth more.

  • What your business is worth today
  • What would make it worth more
  • A plan with priorities and timing

What we do

We start with an independent value assessment, then identify the issues that would reduce a buyer's price or make a handover difficult.

We help you prioritise practical changes, such as reducing reliance on you, improving reporting or tidying structures, and track progress over the following months.

Common situations

Exit readiness review

An exit readiness review shows how a buyer is likely to see your business today and which changes would improve its value and transferability.

Issues that often complicate the work

  • The business depends on you

    Buyers pay less, or ask for earn-outs, when the owner holds the key relationships and know-how.

  • Records a buyer cannot rely on

    Mixed personal and business expenses or late management accounts make due diligence harder and slower.

  • No clear successor

    Family, staff and third-party buyers each need a different plan and timeline.

  • Timing

    Most value improvements take one to three years to show in the numbers.

Our approach

  • Value assessment and a readiness review of the business.
  • A prioritised plan focused on the changes most likely to affect value and transferability.
  • Optional periodic reviews to keep the plan on track.

Principal

Erin Huang, principal of Maxwind Analytics, in a dark suit in an office

Principal

Erin Huang, CPA

Principal, Maxwind

Erin is the principal of Maxwind Analytics. Her background combines corporate finance, building and running businesses, and specialist valuation and forensic work.

Maxwind Analytics has advised Melbourne businesses and their advisers since 2020.

About Erin

How the engagement works

  1. EnquiryTell us about the matter by phone or through the enquiry form.
  2. Conflict and scope checkWe confirm we can act independently and agree what needs to be answered.
  3. RecordsYou provide the records we need through a secure link.
  4. Analysis and deliverableWe complete the work and explain the findings before finalising.

Fees and timing

The initial assessment is offered with a clear scope and a fixed fee. Ongoing support, if you want it, is agreed separately.

Questions people ask

What is an earn-out when selling a business?

An earn-out pays part of the sale price later, depending on how the business performs after the sale. Buyers use it when value depends on the seller staying involved or on uncertain future results. It can bridge a price gap but carries risk for the seller, so the targets and measurement need careful drafting.

Read the full answer

Questions we are often asked

How early should I start planning an exit?

Two to three years before you want to leave gives time to make changes that show in the financial results.

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