Exit Planning & Business Valuation
We help Cardiff business owners plan a successful exit and understand what their business is really worth. Whether you're thinking of selling up, passing the company on, or just want to know where you stand, we'll give you the clarity and strategy you need.
What we cover
From establishing what your business is worth today to preparing it for sale or succession, we guide Cardiff business owners through every stage of the exit journey.
Business Valuation
A realistic, detailed assessment of what your business is worth from a buyer's perspective.
Value Enhancement
Practical strategies to increase your business value before you exit or sell.
Succession Planning
Preparing your business for a smooth handover to family, employees, or new owners.
Exit Readiness & Due Diligence
Getting your financials, records and operations in shape for a clean sale process.
Planning your exit the right way
Most Cardiff business owners have spent years building something they're proud of. But when it comes to stepping away, whether that's selling, retiring, or handing over to the next generation, many leave it too late or go in unprepared. Exit planning is about giving yourself options, maximising what you've built, and making sure the transition goes smoothly.
We work with small business owners across South Wales to establish a realistic valuation, identify what could increase your business value, and create a clear roadmap for your exit. That might mean a sale to a third party, a management buyout, succession to family, or simply understanding your position so you can plan ahead.
We help you see your business the way a buyer would, then work backwards from there.
More information
How we approach business valuation
Valuation is more than a number on a spreadsheet. We review your financial statements over the last three to five years, look at your assets and liabilities, normalise your accounts to remove personal expenses, and apply the valuation method that suits your type of business. That might be income-based if you've got steady, predictable earnings, market-based if there are comparable sales in your sector, or asset-based if you're property or equipment-heavy.
The result is a figure you can trust, whether you're negotiating with a buyer, planning for retirement, or just want to know where you stand. We also highlight the gap between where you are now and where you could be with some focused improvements.
Making your business more valuable
If you're a few years out from exit, there's usually plenty you can do to increase what a buyer will pay. That might mean tightening up your profit margins, building a stronger management team so the business doesn't rely solely on you, or cleaning up your financials so everything's audit-ready. Small changes often make a big difference when it comes to the final offer.
We'll walk you through what's realistic for your business and your timeline. There's no point in gold-plating everything if you need to move quickly, but if you've got time on your side, a bit of strategic work now can add serious value later.
Local knowledge, practical advice
We're based in Cardiff and we understand the South Wales business landscape. Whether you run a dental practice in Penarth, a trade business in the Valleys, or a retail shop in the city centre, we know what buyers in your sector are looking for and how to position your business accordingly.
Exit planning works best when it starts early. Even if you're not planning to sell for several years, getting a valuation now gives you a baseline and a clear sense of what to focus on. And if circumstances change, you'll already have a plan in place.
Worth considering
Mergers & Acquisitions Support
Clear M&A support for Cardiff and South Wales owners buying or selling a business, with financial due diligence, deal structure advice, and completion support.
Mergers & Acquisitions Support→Business Restructuring Advice
Clear business restructuring advice to relieve cash flow pressure, manage debts and agree a step-by-step plan covering costs, pricing, staffing and structure.
Business Restructuring Advice→Profit Improvement Planning
A practical profit improvement plan for Cardiff and South Wales businesses, with clear targets, cash flow actions and regular reviews to keep you on track.
Profit Improvement Planning→Management Reporting & KPI Dashboards
Clear monthly management reporting and KPI dashboards showing sales, margins, cash and VAT position, with notes on what changed and what to do next each month.
Management Reporting & KPI Dashboards→Before you book
Here are the questions Cardiff business owners usually ask us about exit planning and valuation.
How much does a business valuation cost?
How long does the valuation process take?
Do I need a valuation if I'm not selling yet?
What financial information will you need?
Can you help with succession to family or employees?
What if my business relies heavily on me as the owner?
Will you help prepare for due diligence?
Do you work with businesses outside Cardiff?
Let's talk about your exit plan
Book a free consultation and we'll help you understand what your business is worth and what your options are.
Book a free consultation