Where The Business Was

• Transport industry, training business
• Family business operating for 37 years

Problem

• The husband and wife founders of the business wanted to cash up and retire

Solution

•  Prepare the business for sale, and the owners for retirement in accordance with their wishes

Implementation

• Conduct retirement planning sessions with the owners, including sale and lease back options for the real estate they owned
• Strategic plan examining the growth potential of the business and the industry
• SWOT analysis of key competitors
• Assist with valuation of business and real estate
• Prepare comprehensive Information Memorandum

Results

• Due diligence is currently being undertaken on the business by a top three transport company
• Negotiations include transfer of all staff and lease of the business premises for up to 20 years