In April this year, I was introduced to Sarah, a business owner who was ridiculously busy. She was stressed, exhausted, and tired of running a business that was totally dependant on her.

On the flipside, Sarah’s business was very successful. It had been trading for over
16 years, had built a great reputation and was highly profitable. But the business owner was the bottleneck. Thats why she was so ‘flat out’.

In fact, she was flat out…

• Answering THREE phones a day (yes, three separate phones)
• Managing employees
• Ensuring her customers got what they wanted.
• Doing the marketing
• Visiting referral partners
• Working in the weekends
• Doing 50+ hours a week

Needless to say, this was the norm for Sarah.

In April this year, I was introduced to Sarah, a business owner who was ridiculously busy. She was stressed, exhausted, and tired of running a business that was totally dependant on her.

On the flipside, Sarah’s business was very successful. It had been trading for over
16 years, had built a great reputation and was highly profitable. But the business owner was the bottleneck. Thats why she was so ‘flat out’.

In fact, she was flat out…

• Answering THREE phones a day (yes, three separate phones)
• Managing employees
• Ensuring her customers got what they wanted.
• Doing the marketing
• Visiting referral partners
• Working in the weekends
• Doing 50+ hours a week

Needless to say, this was the norm for Sarah.

The Painful Truth…

Sarah contacted us because she wanted to prepare her business to sell.

But the painful truth was…..her business was effectively unsellable.

Because it relied solely on her, no buyer will ever front up the investment.

After speaking to her for about an hour, I pulled out a pad and designed an exit plan, right in front of her, that would not only remove herself from the business, but also improve the value at the same time.

This is what I included in that exit plan:

Remove Sarah from the day to day

• Identify Sarah’s high/low value activities – prepare to delegate the low value tasks
• Get clear on the roles of her employees
• Review Employment Agreements
• Promote the Office Admin to Office Manager
• Review the Org Chart
• Get clear on Sarahs time and priorities

Build internal Processes that work on their own

• Review all internal operating processes – End to End Delivery Process, Sales process, Lead Acquisition process – everything.
• Streamline the E2E Delivery Process and utilise current software to automate.
• Build checklists for each step in the process
• Review Sarah’s software and capabilities
• Re-design the sales & lead acquisition processes so they can be performed by others.
• Outsource the Marketing
• Review the database

Measure Everything

• Get clear on what we need to measure within the E2E Process – what KPI’s matter?
• Set sales targets for the team to reach
• Set monthly sales targets for the business to reach, in order to grow sales month on month

Financial, Legal & Compliance

• Perform Financial Assessment
• Expense overview and expense reductions where possible
• Create budgets and forecasts for next FY (bookkeeper to assist)
• Identify Growth Opportunities
• Review legal & governance considerations

After sharing the plan with Sarah, she jumped at what I had scribbled out and we got to work immediately.

The Results…

Now things look very different for Sarah’s business…

She delegates out the small stuff, works about 10 hours a week and her business is growing month on month. She now spends her time working on incrementally improving sales & profits, recruiting a GM to take her place, and intends to list her business for sale at the end of the financial year.

And guess how long it took to make her business saleable and dramatically improve its value….

…only 6 months!

Why am I sharing this success story…

Because if it can happen for Sarah, it can happen for you!

Imagine this: You’re free from the daily business chaos, your company’s value is soaring, and you’re on the path to a lucrative exit.

That’s exactly what Sarah achieved – and you’re next!

If you’re:

> Buried under daily tasks?

> Dreaming of a profitable exit?

> Ready to skyrocket your business value?

Then 2025 is YOUR year to break free. Don’t just dream about it – make it happen!

Click below to schedule your confidential exit call in 2025.