Are you truly READY to sell your business? There’s one way to find out…

No matter how successful your business is or how much you love what you do, there’ll come a time when you feel ready to sell up and move on.

And it seems there’s a lot of you wanting to “be out” before too long. Research published by Financial Planning Today has revealed that more than half of financial planning firm owners expect to exit or sell their business within the next five years.

But how do you know when your business is truly ready for sale?

You‘ve probably spent years building up your business and creating an awesome brand. So, it’s well worth taking time to craft an effective and attractive exit plan that allows you to achieve your sale objectives.

That’s why we think you’ll love our newly revamped Exit Readiness Assessment for financial planning firm owners.

Intrigued? Let us tell you more…

Our unashamedly detailed questionnaire will shine a spotlight on every aspect of your business

The only way to find out how ready your business is for sale on the open market is to scrutinise every aspect of what you do and how you do it.

By going through everything with a fine-toothed comb, we can identify any issues that could hamper the saleability of your business or drive down a valuation.

So, we make no apologies for asking you to fill out our super-detailed business survey to kick off your Exit Readiness Assessment.

Your report will cover 14 key areas that buyers are sure to look at when they do their due diligence on your business. These are:

This information will give us invaluable insight into your business, how it’s structured, and how it operates.

You’ll receive a shiny, bespoke report that details exactly where your business excels and where it might need a little tweaking, to make sure it’s truly ready for sale on the open market.

From there, we can begin to work our Melo magic…

We’ll help you work out a clear road map to exit

Armed with this incredibly detailed information, we can help you prioritise areas for improvement and create a road map for achieving a successful exit.

You’ll be able to see exactly how ready – or not – you are to approach the sale market. This provides a clear focus for your next steps:

Growing – You’ve built a cracking business, but you’re not quite ready to exit. Perhaps our detailed report has highlighted a few changes you could make to boost the saleability and valuation of your business. So, it’s time to pause and make a few adjustments, before you’re ready to sell.

Preparing – A short-term exit is the way forward and you’re almost ready to sell, but not quite. There are one or two areas we can help you improve. So, take the space and time you need to make sure that when you do approach the sale market, you have the best chance of success.

Going – You’ve made it! You’re ready to sell! This may not mean you’ve achieved perfection, but you’re set up to achieve an outcome you’re happy with. So, let’s work together to move you on to the next step and prepare for the sale market.

Read more: 3 ways to execute the successful sale of your business

Let’s get started

If you’re itching to get your hands on your very own Exit Readiness Assessment report, we’d love to hear from you.

Together, we can build your confidence and create an exit plan that aligns with your unique sales goals.

So, what are you waiting for?

If you’re ready to sign up or want to find out more, hit us up in our inbox at hello@melo.co.uk or have a chat with us on 0113 4656 111.