Succession & exit readiness
Exit-ready: the business, and the numbers, ready for the one sale you’ll make.
Most owners sell once. Buyers and their bankers read a business the same way — this is getting the company, the margins and the reporting ready for that read, years or months before it happens. No brokers, no listings, no success fees: preparation only.
$5B+ across M&A and corporate finance · ex-NAB & CBA senior banker · ran a national retailer’s Asia-Pacific business.
Starts with the Business Health Check — $4,950, fixed. Every engagement scoped in writing before you commit.
Seven Capital Advisory · ABN 56 671 902 702 — business advisory and management consulting. We do not provide financial product advice and are not licensed to do so.
Book a meeting.
Under a minute. It goes straight to Jack, and he replies within one business day to set a time.
Seven Capital Advisory provides business advisory and management consulting services. We do not provide financial product advice and are not licensed to do so. We are not registered tax agents or lawyers; your registered tax adviser, accountant and lawyer implement the regulated parts of any plan. Seven Capital Advisory (Seven Capital Co Pty Ltd, ABN 56 671 902 702, Brisbane) is unrelated to Seven Capital, the UK property developer.
Where owners actually stand
76% of Australian business owners plan to exit within ten years. Five in ten have no exit plan. Two in three haven’t had the business valued in the last three years.
Succession is now the #1 driver of Australian mid-market deals.
There are buyers. The question is your number — and your readiness.
Sources: William Buck Exit Smart 2024 · Pitcher Partners Dealmakers 2026.
What Exit Ready covers
A valuation currency — a current, defendable view of what it’s worth and what moves it.
The value drivers — margin, customer concentration, key-person dependency, the quality of the reporting a buyer will read.
A plan with dates in it — leadership handover and ownership handover, separated and sequenced.
The read-through — what a buyer and their banker will see, before they see it.
Where our work stops
When a transaction actually starts, your lawyers and corporate advisers run it — prepared. We don’t broker, list, or take success fees; where a formal valuation is required, a registered valuer provides it.
Who it’s for
Owners of Australian businesses doing $1M–$50M, one to five years from a possible exit — or earlier. The best exits are prepared, not listed.
“Jack is an exceptional CFO and CEO — a trusted advisor to our family office and international business.”
Questions owners ask
When should this start?
One to three years out moves the value. Later still helps the process — mostly the price defence.
Do you sell the business?
No. We prepare it. Brokers and M&A advisers run transactions; you’ll arrive at one prepared, or decide not to.
What does it cost?
The first conversation costs nothing. The Business Health Check comes first: $4,950, fixed fee, three weeks, credited in full against your first retainer quarter if you engage within 60 days. Retained work after that is fixed-fee and scoped in writing before it starts — you’ll know the full number before you agree to anything — and runs month to month. No lock-in contracts.
Start before you need to.
Thirty minutes, one meeting, no deck. Tell us where the business is and roughly when you’re thinking, and you’ll get a straight read on what moves the number between now and then.
Book a meeting