Phase 7 · Scale · Sustain · Expand · From Traction to Legacy
Exit or Legacy Planning
The work of building a business is half the work · the other half is engineering what happens to it when you are no longer the one carrying it.
We help founders and leadership teams plan the exit, succession, or legacy that protects the value created and ensures the business continues to fulfil its purpose · with or without the original team.
The Pain We Solve
You may recognise yourself in one of these.
Three audience scenarios · because the same service produces a different transformation depending on where you are in the business journey.
Scenario 1
The founder considering an exit in 3-5 years
You know the exit is on the horizon · and the business is not yet set up to attract the kind of buyer you want at the kind of valuation you deserve. The work to bridge that gap has not started.
Scenario 2
The family business planning generational succession
The next generation is preparing to take over · and the transition has not been formally designed. The risk of value destruction during the handover is real.
Scenario 3
The mature enterprise considering strategic options
Sale, IPO, MBO, ESOP, or hold-for-legacy · all are on the table. The strategic decision has not been formalised and the timeline is closing in.
The Impact It Creates
The Moment You Will Feel the Difference.
Exit or succession executed at the right time and the right value
Business prepared in advance for the kind of buyer or successor you want
Tax, legal, and structural considerations addressed before they constrain options
Founder and team transition with dignity and continuity
What You Receive
The Specific Deliverables.
Tangible outputs · documented, dated, and yours to keep.
- Exit or legacy strategy
- Valuation analysis and value-enhancement plan
- Buyer or successor mapping
- Tax and structural optimisation
- Transition and handover plan
- Post-exit leadership and continuity arrangements
The Outcome
Where You Will Be on the Other Side.
The business is prepared, in advance, for the transition that every founder eventually faces. Value is preserved, legacy is protected, and the next chapter for both the business and the founder is engineered rather than improvised.
Investment & ROI
Pricing Engineered Around the Value You Create.
Every engagement is sized against the value we believe we can create with you · the fee is always a fraction of the outcome. Four tiers · so the investment matches your stage of business.
Tier 1
Foundations
£5,000 – £15,000
Right for
Pre-startup, startup, and micro-business founders ready to build on evidence rather than instinct.
Typical Value Created
£250K+ in scale-readiness, governance maturity, and expansion clarity
Engagement
4 – 8 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 2
Acceleration
£15,000 – £50,000
Right for
Growing SMEs and established small businesses ready to scale a working model into the next revenue band.
Typical Value Created
£1M – £10M in expansion velocity, new-market revenue, and capital readiness
Engagement
8 – 16 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 3
Transformation
£50,000 – £250,000
Right for
Medium enterprises and scale-stage businesses ready to commit to a multi-quarter, organisation-wide shift.
Typical Value Created
£5M – £50M in scale outcomes, M&A optionality, and leadership-capability uplift
Engagement
3 – 9 months
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 4
Enterprise
£250,000 – £2M+
Right for
Large enterprises, global operators, and complex organisations ready for a multi-year strategic partnership.
Typical Value Created
£25M+ in enterprise value created, capital events optimised, and legacy structures built
Engagement
12 months and onward
Target Return
5 – 10× ROI
within 12 – 18 months
Why We Price This Way
Every engagement is sized around the value we believe we can create with you. The fee is always a fraction of the outcome · typically 10 – 20% of the expected first-year return.
This is how we make sure pricing aligns with results. The conversation is never “what does this cost?” · it is always “what is this worth to your business?” We answer that together in the first call, transparently, and decide the right tier from there.
If we cannot articulate a credible 5–10× return for your specific situation, we will tell you in the first call. That honesty is part of why our clients trust us with the work that matters most.
Why This Conversation Matters
“Every founder eventually steps away from the business they built. The ones who do it well are the ones who started the work years before · because the work of preparing to leave is also the work that builds a business worth leaving.”
A 90-minute structured strategy session · produces a usable roadmap whether you engage further or not.
More in Phase 7