This follow-on training course builds on business succession planning by offering practical guidance on preparing a business for external scrutiny and facilitating shareholder exits. The session provides a strategic and operational checklist to ensure readiness for due diligence, minimise disruption, and protect value during a sale, exit, or transition. Participants will learn:
Understanding due diligence: What buyers, investors or successors will examine — financials, legal, tax, employment, IP, and operational matters
Building a data room: What documents are typically required and how to organise them for efficiency and transparency
Common red flags and how to address them early: e.g., undocumented arrangements, outdated contracts, unresolved disputes, or unclear IP ownership
Shareholder exit strategies: How to plan for individual or group exits via share sales, buybacks, or share transfers
Key legal and tax considerations: Structuring exits to be tax-efficient, managing pre-exit reorganisations, and aligning shareholder agreements
Governance and communication: Managing internal expectations and stakeholder messaging during transition periods
Preparing management: Ensuring continuity of leadership, culture, and customer relationships post-exit
This course is rich in practical insight, templates, and case examples to help participants avoid costly mistakes and increase exit readiness and deal success.
