Business Succession & Exit Planning

Maximizing Value Through Exit


Don't fall at the final hurdle when it comes to maximizing value

Many Australian business owners will invest decades in building a successful business, but often fall at the final hurdle when it comes time to plan for a successful exit.

Business succession and exit planning is one of the most important yet most misunderstood financial strategies for any business owner. It relates directly to the ability of the business owner to extract the maximum amount of value from the business when it comes time to exit.

Understanding the true value of all your assets – both tangible and intangible – along with being able to articulate where this value lies, are critical aspects to ensuring that you can maximize your business value and implement a successful exit strategy.

Intangible asset categories

Types of Intangible Assets

EverEdge can help you achieving the highest exit price for your business. Want to know how? Subscribe below to receive insights, case studies and practical advice tips.

Strategies to unlock value

The EverEdge Foundation™ program is a 4-6 week process that provides senior management teams with the knowledge and tools to transform their organization’s intangible assets into commercial success and increase the potential valuation of the company as you work towards an exit. We have delivered this program to more than 500 companies globally, with superb feedback and a return on client fees of approximately 10x.

In addition to supporting companies with strategy development, EverEdge also offers a range of other services to help you maximize business value and plan your exit strategy, including:

  • Intangible Asset Audits

  • Risk Mitigation Strategies

  • Valuation Services (including for ESOP)

  • Commercialization Services

  • Transaction Services

To receive further insights on exit planning, enter your email below, or simply click the button to book a free consultation:

When is the right time to start planning?

Like most things, leaving your exit strategy to the last minute will only hurt you and your business.

Today, more than 85% of enterprise value for companies in the S&P 500 is driven by intangible assets (such as data, brand, confidential information, trade secrets etc). Not identifying, correctly valuing, or articulating the value of these assets can mean that founders leave significant value on the table.

EverEdge can help you determine the right strategy for your business and how to maximize value upon exit.


During the sale process I was working closely with Craig and the team. Selling a business is always a tough time and I found the EverEdge team extremely professional during the whole process. Nothing was a problem for them and for me this made it a much easier process. They guided me and my team through the whole process and we achieved an excellent outcome.

Ross Pratt, CEO


Richard and team at EverEdge understand the “hidden” assets/intangible assets. They were able to articulate and record our delivered vision and business proposition so independent outsiders can easily grasp the vision and value of our business.

Richard Guy, Director


I approached EverEdge to do a high level valuation on the RAILBLAZA business to clearly outline the value of intangible assets. After receiving the valuation and working closely with Craig Margolius and his team, I was so impressed that I approached Paul Adams to see if EverEdge could handle the sale of the company.

I would thoroughly recommend EverEdge to anyone wanting to sell a business that has hidden intangible assets to ensure they get the best outcome for their sale.

Ross Pratt, CEO


We engaged EverEdge to provide us with a specialist valuation that reflected the true value of our business and the intangible assets we had developed through many years of R&D.

EverEdge’s valuation will be a critical tool as we look to grow our business and seek further investment.

Mark Roe - CEO


I strongly recommend EverEdge to any company involved in M&A or capital transactions that call for valuation or assessment of intangible assets.

Their advice was insightful, professional and decisive.

Grant Webster - CEO

Tourism Holdings Ltd (NZX: THL)

We engaged EverEdge to assist us in developing an intangible asset strategy that would complement our existing operations and business plan… EverEdge delivered a framework, tools and invaluable advice that will no doubt have a material change on our valuation when we seek to exit the business.

Tim Fussell - Founder and CEO


EverEdge helped us identify how we could strengthen our intangible asset position to unlock value and drive revenue from our assets.

We are now working on a clear intangible asset strategy to continue building our business.

Nikhil Joshi - COO


…We needed to understand what constitutes Intellectual Property and Intangible Assets and develop a clear strategy to be able to protect these in the future… we gained valuable insights into areas that needed to be looked at within our overall Business Strategy

Nikki Tse - Co-founder & Director


EverEdge can help you maximize the value of your exit. To find out more about how we can help you, book a free consultation now.