Business Strategy & Advisory
Step away cleanly.
Step away cleanly.
Without leaving money on the table.
Family handover or third-party sale, our exit planning starts 2-5 years out - because that's when the work actually moves the sale price.
03 Service Cluster
Why pmwPlus
How we make exit & succession planning
How we make exit & succession planning
actually work for you.
01
Started early
The biggest value-driving moves take 2-5 years to bear fruit. We start the planning years before the sale.
02
Family succession
Intergenerational handovers - tax-effective, fair, and structured so family relationships survive.
03
Third-party sale
Valuation, deal structure, vendor finance, earn-outs and the tax planning around proceeds.
Ready when you are
Let's talk about exit & succession planning.
A discovery call costs nothing and changes plenty. We'll listen first, then sketch out how we can help.