Exit planning & Integration
Olvera specialises in providing comprehensive and effective exit planning services for businesses requiring a smooth transition to their next phase.
Exit planning is one of the most important processes an owner can undertake.
At Olvera Advisors, we specialise in providing comprehensive and effective exit planning services. Our approach is designed to help businesses navigate the complexities of transition, whether it’s a sale, merger, or restructuring.
We understand that a well-executed exit plan can unlock significant value and ensure a smooth transition, allowing businesses to focus on their core operations while we handle the intricacies of the exit process.
The one thing that COVID has yielded is a better understanding of our own supply chains and people management issues. Whether you are looking to unlock the value in non-core assets, exiting a commercial contract or integrating a new business and team, our effective design planning and implementation can alleviate the economic and resource constraints.
This allows your management to focus on business as usual, while our integration and exit planning project team delivers the benefits of a tightly focused programme.
Olvera’s exit planning programmes are designed in three phases:
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- Assessment and Design
- Understanding the key outcomes requirements with management
- Assessment of the current operating models and cost base line
- Preparation of the risk assessment and options diagnosis
- Preparation of options scenarios and project management set up
- Planning
- Drafting the integration (exit) financial and operational plan
- Identification of stakeholders and comprehensive communication plan
- Preparation of contingency and risk plan management reporting
- Implementation
- Supporting the implementation programme
- Tracking and monitoring dashboards of cash and non-financial benefits to project plan
- Preparation of final stakeholder reporting
WHERE IT MATTERS
Does my business need Exit Planning?
Exit Planning is suited for businesses with one or more of the following concerns
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Our Approach
How we can help
Olvera IEP (“Ease”) works with clients to identify and plan the benefits of an integration or exit plan in a way that allows management to focus on business as usual while realising the benefits and managing the risks of the programme. Our services include:
Risk Planning
Preparing an independent objective high level financial, operational and risk assessment.
Plan Implementation
Advising project management staff to manage and monitor the implementation plan.
Risk Plan Reporting
Managing the programme dashboard for measurable results against the business baseline and projected programme outcome.
Olvera Guides
Restructuring & Turnaround Guide
Our Experts
Olvera’s Restructuring & Turnaround Experts
Our team of specialist advisors are dedicated to providing expert guidance and personalised solutions for your business.
Damien Hodgkinson
Damien develops strategic solutions for groups dealing in crisis management and/or distress investment.
Neil Cussen
Neil Cussen, a leading authority in insolvency and reconstruction, offers 35 years of experience, excelling in asset tracing, business recovery, and cross-border insolvencies.
FAQS
Frequently Asked Questions
Get answers to common questions about Exit Planning and Integration.
What is exit planning?
Exit planning is the financial, legal, and operational planning for a successful transition of a business or its owner. Typically done when the owner decides to leave the company, it ensures that the business’s value is maximised and continues during the transition.
When should business owners start exit planning?
If you’re an owner of your business, it’s recommended to start exit planning 3-5 years before you intend to leave. This provides ample time to prepare the business, identify potential successors or buyers, and ensure your business continues after you leave.
What are some common strategies to exit my business?
Common exit strategies you can use include selling the business to a third party, passing it on to a family member or key employee, merging with another company, or liquidating the business. A business restructuring advisor will be able to plan and execute the best exit strategy depending on your goals, timeline, and the state of the business.
How does integration fit into exit planning?
Integration is the process of smoothly merging your business with another entity, often another company. This is typically done through an acquisition, merger, or handing it off to new management. When exiting a business, integration planning ensures the buyer or successor can seamlessly take over operations without disruptions.
How long does it take to complete the exit planning process?
The exit process can take anywhere from several months to a few years, depending on the complexity of the business, the chosen exit strategy, and market conditions. It’s important that you plan your exit strategy early, which allows for more flexibility and time to address any issues that arise.
How do I evaluate my business value?
This can be done through business valuation, which involves assessing the company’s financials, assets, market position, and future growth potential. Professional valuation experts or Olvera’s financial advisors can provide an accurate valuation by analysing factors such as cash flow, profitability, and industry trends.
What is the difference between succession planning and exit planning?
Succession is an important part and subset of exit planning. It is the process of identifying and preparing future leaders or owners of the business. A strong succession plan ensures the continued success of the business after your exit, especially if you’re transferring the business to family members or key employees.
What role does Olvera play in exit planning and integration?
Olvera’s expert teams help businesses develop comprehensive exit strategies that include integration planning, whether through sales, mergers, or internal successions. We work closely with business owners to seamlessly transition into their next chapter.
Can you help me stay involved in the business after the exit?
Many business owners choose to stay involved in a limited capacity post-exit, such as serving in an advisory or board member role. If you wish to maintain some level of influence over your company, we can negotiate this option as part of the sale or transfer agreement.
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