Grayson Lewis Business Advisory
Many business owners invest time, money, and hard work over decades to build a successful business only to miss the all-important details with their exit strategy. We can help you carefully navigate each step of your exit plan and add value at every stage.
How we can help
How we can help you
Your business is likely to account for the majority of your personal wealth and so it is important to protect, manage and nurture your business effectively through to exit.
Grayson Lewis supports business owners and entrepreneurs throughout each stage of their exit to maximise the value of their business and the proceeds from a successful sale.
Our goal is to help you to define what a successful exit looks like for you, assess the value of your business, and understand what strategic changes you can implement to maximise the value before selling.
Exit strategies may involve the referral to a service that is separate and distinct to those offered by
St. James’s Place.
Before selling your business, it is important to carefully consider what you want to achieve. What does the next stage of your life look like? What type of lifestyle do you want? How do you plan to use the proceeds from the sale to achieve your goals?
We can help you to see beyond the sale of your business and ensure the next steps you take are aligned with your plans for the future.
When planning an exit all business owners face two key decisions, when to sell and at what price. With our support you will gain the confidence to make those decisions with conviction.
The first step in planning your exit is understanding where you are at now. Grayson Lewis utilises business advisory specialists who offer a no obligation business valuation.
A key part of understanding the potential value of your business to prospective buyers is to assess your current position within the market and how you compare with similar businesses.
Our benchmarking tool provides valuable insight that enables us to pinpoint what areas of your business are performing well and what could be improved. Using this data, we can identify opportunities for growth that will have a positive impact on the valuation and take your business to the next level.
After understanding your personal goals, we then look to compare this against your personal and business assets. Pulling all the information together we produce the 360 report which will show a summary of your current position. By utilising cashflow forecasting software we can then give you a clear indication as to your trajectory. This provides a visual representation indicating if you are currently on track to achieve your goals. This report provides the foundation of putting together your financial plan.
We understand what makes a business attractive and valuable to prospective buyers, and how to maximise the potential of your business before selling. Working with our strategic network of advisers we will create an action plan that will get you from where you are now to where you need to be.
By seeking the right advice, you can avoid guesswork and know exactly what actions you need to take to grow the value of your business.
When dealing with businesses it is essential to have the right legal and financial specialist advisers in place. Our strategic network of advisers have experience in supporting business owners and entrepreneurs through from their growth stage to a successful exit.
Whether it is securing specialist finance supporting the growth of your business, or ensuring the appropriate legal and tax advisers are in place for your exit. You can rest assured that we will leave no stone unturned in maximising the wealth you extract from the sale of your business.
Once you have sold your business, your next challenge is understanding how best to leverage the proceeds from the sale to afford you the freedom and lifestyle you desire.
We work with you to plan ahead, ensuring you understand the tax implications of selling a business and maximise any tax reliefs and allowances available to you.
We will carefully assess your financial position in line with your goals and take a holistic approach to offering advice on how to make best use of your money both in the short term and for years to come.
Take the first step toward your exit
Get a no obligation business valuation and benchmarking report
This may involve the referral to a service that is separate and distinct from
those offered by St. James’s Place.
Client stories
As a business, we are committed to quality and delivering exceptional client outcomes. Please read some of the kind feedback we have received from our clients.
