Accountancy Practice Owners - Milfort

Accountancy Practice Owners

ACCOUNTANCY PRACTICE OWNERS

FREE Exit Readiness Sessions for Your Business Owner Clients

At Milfort, we specialise in preparing retiring business owners for successful exits.

We are excited to offer your clients a complimentary Exit Readiness Strategy Session. This is for business owners considering retirement within the next five years.

Claim your complimentary sessions


  • Duration: 2 hours
  • Delivery: Virtual
  • Cost: Free (usually £899)

Topics Covered

  • Business Assessment: Review the current market position, financial health, and operational efficiency of the business.
  • Goal Setting: Define the business owner’s exit objectives, whether it’s a full exit, management buy-out, or maximising value.
  • Buyer Identification: Identify potential buyers, analysing their preferences and what they look for in a purchase.
  • Financial Review: Ensure all financial records are accurate, up-to-date, and ready for due diligence.
  • Management Review: Evaluate the management team to ensure key positions are filled by the right people.
  • Operational Optimisation: Streamline processes to enhance business efficiency and systematisation.
  • Strategic Outreach: Develop and implement a targeted campaign to engage the identified ideal buyers.
  • Negotiation Preparation: Equip the business owner with the necessary tools and strategies for effective negotiation.

Benefits to your practice:

  • Strengthen Client Relationships: Solidify your role as a trusted advisor to clients during important life events.
  • Client Satisfaction: Offer high-value workshops at no cost to your clients.
  • Revenue Generation: These sessions generate opportunities to grow your practice’s earnings throughout the sale process. (Restructuring, tax-planning, post-sale financial management).

Benefits to your clients

  • Strategic Exit Planning: The workshops offer clients detailed guidance on how to get maximum value at sale.
  • Personalised Consultancy: Each workshop is an opportunity for owners to receive advice specific to their business.

Enter your information below, and one of the Milfort founders will personally reach out to you via email to discuss the next steps. We’re committed to providing tailored support for you and your clients.

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Are you ready to maximise the value of your business?

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