Trusted Exit Planning and Business Sale Advice for Private and Family Business Owners

Helping business owners maximise value and achieve the best possible outcomes when planning their exit or sale.

Exit Planning

For many private and family owned businesses, the decision to exit or sell can feel overwhelming, especially when faced with emotional ties and limited experience in business transactions. The first step is understanding where your business stands today, from its value to readiness for sale. I serve as a trusted partner providing expert advice in important areas such as:

Sale Timing
Identifying the right time for your exit to capitalise on market conditions while also aligning with your personal and financial goals.

Company Valuation
An accurate valuation is essential to understand the true worth of your business and manage expectations. Using proven methodologies, the valuation provides a foundation for pricing, negotiation and sale strategy decisions.

Sale Strategy Development
Every business is unique. A tailored sale strategy addresses market positioning, competitive landscape and buyer targeting to optimise sale success.

Vendor Due Diligence
Thorough preparation is key. Robust vendor due diligence ensures all financial, legal, taxation and operational aspects are clearly addressed, documented and transparent to buyers. This reduces risk and accelerates the transaction process.

Taxation
Minimizing tax liabilities is a priority. Expert business and owner tax advice is integrated into the exit strategy to maximize net proceeds and compliance with relevant laws.

Successful exit planning requires a firm focus on maximizing value and minimizing risks and so together these elements create a comprehensive roadmap to a successful exit with the best possible financial and personal outcomes.

90%

of business owners will rely on the proceeds of their company to fund their future retirement.

75%

of business owners would also like to sell their business in less than ten years.

5%

of business owners have an exit strategy in place for the future.

I specialise in preparing for and executing successful outcomes for business owners.

Sale Execution

When it comes to executing the sale, the goal is a smooth transaction with favourable deal terms and the process to achieving this includes:

Preparation of Detailed Information Memorandum
A professionally crafted Information Memorandum highlights your business’s unique value, operational strengths, market position and financial performance to attract serious buyers.

Identification of Interested Parties
Using a network of potential buyers and targeted marketing, suitable and qualified interested parties are identified and engaged.

Negotiation
Ensuring through extensive experience in deal negotiation that your interests are protected and maximized during key discussions with prospective buyers who align with your values and goals.

Deal Closure
Overseeing the entire process from offer acceptance to contract signing, including coordinating with legal, financial and tax advisors to ensure a compliant and efficient closing.

What clients say

Selling my wealth management business was a major decision, but the level of professionalism and constant support I received from Peter made the entire process much easier to navigate. He was always available to answer my questions, offer clear advice at every stage and help me complete a successful transaction with confidence.

We retained Peter Fitzgerald to assist with a significant restructuring process that not only stabilised the company but also made us a far more attractive proposition to subsequent investors. Peter’s insight and steady support was instrumental in achieving that outcome.

We retained Peter to help us develop and formulate our business strategy. He was able to help us look at challenges from angles we hadn’t even considered before his engagement and his measured and well-researched approach helped us clarify our thinking and identify the key drivers of our success.

Pyramus Capital Partners retained AXIA to work with the management in determining the optimum strategy for the company. Following a detailed review of our activities, they brought objective thinking and a credible new opportunity for future business development. We are now pleased to work with them on the continued implementation of this strategy.

MedSource retained the services of Peter Fitzgerald to help plan the further development of the company through the launch of new services. He brought a structured approach and valuable ideas to that process which gave the board and management a clear understanding of how best to proceed. We would have no hesitation in retaining the services of his firm AXIA Advisory again.

Why Work With an Experienced Advisor?

With considerable corporate experience and specialized expertise in exit planning and business sales, my advisory approach is personalized, pragmatic and focused on results. Whether you are planning your exit in advance or preparing for an immediate sale, the comprehensive services I provide offer clarity, confidence and control throughout the process.

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