Preparing to exit your business

Whether your exit is a short or long-term goal, it pays to have a succession plan in place to help you realise the value of your investment and make sure your clients continue to be looked after.

Questions to consider include:

• How do I maximise the value of my business?
• What are my exit options and which option is right for me?
• How do I find someone to take over my business?
• What do I need to do to prepare my business for sale?
• How do I make sure my clients and staff are looked after?

MLC has a range of specialist programs and services to support you, including:

• Business Consulting – expert advice and guidance so you can understand your exit options and design an appropriate succession plan.
• Connect for Growth – sell all or part of your client register to MLC at market rates with no brokerage fees.
• Technical, Research and Strategy teams – specialist advice to analyse, assess, implement and realise your chosen succession strategy.
• Training programs – prepare internal successors to take over your business.

Find out more

For more information about how MLC can help you,
download our free brochure:
Creating an effective succession plan for your advice business. For a confidential discussion, call 1800 552 049 or email business.growth@mlc.com.au