For Businesses ready to transition
Family &
Future
Your business has grown strong and established — now it’s time to harvest the fruits of your hard work and ensure a smooth transition to the next phase.
If you're considering a business handover or exit planning but uncertain whether your current strategy and structure will support the change, our expert guidance will help you navigate this process with confidence.
The Family & Future package is designed for business owners ready to move on to the next stage of life.
With expert support in succession planning, asset protection, and retirement strategies, this package provides the tools and guidance you need to grow your wealth and shape the future you want. Together, we'll create a clear, effective plan to reach your lifestyle goals and shift into the next chapter.
Ready for the next stage, retirement or a new challenge? Let us help you secure a thriving future.
You’re here because change is on the horizon. As a business owner, your focus has shifted to securing long-term stability, optimising business value, and planning for financial independence. With Ake, you'll have a trusted partner to guide and advise you through this pivotal stage.
Reap the benefits of your hard work
Our Business Optimisation Reviews are designed to help you maximise the value of your business with a specific focus on preparing it for a potential sale or transition. During these sessions, we assess key performance indicators, streamline operations, and identify areas for improvement that can enhance profitability and market appeal. We’ll also evaluate your business structure and financial health to ensure everything is in order for a smooth sale process.
Feel in control of you exit strategy.
Our Succession Planning & Exit Strategy sessions are designed to ensure that you’re well-prepared for a smooth and tax-efficient transition when the time comes to exit or pass on your business. We’ll review your business valuation to ensure it reflects its true market worth and identify strategies for maximising its value.
Gain confidence that your retirement nest egg is on track
Using advanced Cashflow Planning tools, we’ll map out your retirement goals and ensure that your business and personal finances are aligned for a secure future. We’ll provide you with detailed cash flow projections that reflect both your business income and personal financial needs, helping you understand how your assets will sustain you in retirement.
Get peace of mind that your family’s future is secure.
Through Estate & Legacy Planning sessions, we’ll ensure your wealth transfer strategies are aligned with your long-term goals. We focus on structuring your assets in a way that maximises tax efficiency, protects your wealth, and ensures a smooth transition to your beneficiaries.
Choose a package that fits your needs
We offer two levels of comprehensive packages to support the requirements of business owners seeking expert guidance to plan and prepare for a successful business exit, succession or retirement.
The Foundation package is for business owners seeking the analysis, expert advice and strategies to ensure their business will provide for their lifestyle or retirement goals.
Our Growth package is ideal for motivated business owners looking to maximise business value, implement a strong exit strategy, and accelerate progress towards retirement or lifestyle goals.
Foundation
This affordable package is designed for business owners seeking expert advice and strategies to prepare their business for sale, while also ensuring steady cash flow and planning for retirement.
Through quarterly succession planning, business optimisation, and cash flow mapping sessions, we’ll help you gain clarity on your financial position.
You’ll receive the guidance needed to achieve financial independence and manage the transition to the next stage of your life with confidence.
Get the essential tools and expert support to help you plan for long-term security, retirement, and a smooth exit from your business.
Growth+
With full support and weekly check ins, this package provides the expert advice, data-driven insights and tools needed to maximise your business value and strengthen your personal financial position.
Through weekly planning sessions and clear action plans, we’ll help you optimise your business for a profitable exit or handover. We’ll also focus on estate and wealth structuring to secure long-term financial stability for you and your family.
You'll have full access to ongoing support, with proactive updates to ensure your strategy stays on track.
Our full support package provides intensive guidance to boost business value in preparation for sale or handover, and accelerate progress towards the future you want.
The Foundation package offers business owners expert support with preparing for a business sale or handover, ensuring steady cash flow, and planning for retirement. You’ll gain the clarity and confidence needed achieve financial independence and a smooth transition to your next phase.
Foundation
Secure your future with clarity and confidence.
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Quarterly Succession Planning & Exit Strategy
Feel confident and in control
Tailored exit strategies, including business valuation, structuring for tax efficiency, and strategies to maximise sale or transfer value.
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Quarterly Business Optimisation Review
Optimise your business for sale or succession
Insights into operational improvements, final operational improvements, cost management, and potential restructuring to boost valuation and prepare for due diligence.
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Quarterly Cashflow Mapping for Retirement
Gain confidence in your finances and decisions
Using Planolitix.com to create a retirement cashflow plan, aligning business and personal financial needs for a comfortable and secure transition.
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Annual Estate & Legacy Planning
Secure your family’s future
A collaborative session to provide an overview of estate planning, wealth transfer, and structuring assets for family or other successors, with advice on tax considerations and compliance.
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Responsive Email Support
Feel supported when questions arise.
Email assistance following quarterly check-ins, ensuring you have the key information and insights you need throughout the transition process.
Growth Plus+
Unlock your business value and accelerate your path to financial freedom with advanced tools and full support.
The Growth Plus+ package is designed for business owners who are highly motivated to maximise business value before a sale or transfer. With weekly guidance on executing an exit strategy and building lasting financial security, it's an investment that will empower you to confidently make faster progress toward your goals.
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Weekly Succession Planning & Exit Strategy
Feel confident and in control
Comprehensive guidance on exit strategies, covering business value enhancement, tax-efficient structuring, and tactics to optimise sale or transfer value.
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Weekly Business Optimisation for Sale or Handover
Optimise your business for sale or succession
Weekly updates and actions on operational enhancements, expense control, and pootential restructuring to boost valuation and ensure readiness for due diligence.
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Weekly Cashflow Mapping for Retirement
Gain confidence in your finances and decisions
In-depth cashflow mapping to secure retirement income. Using advanced Planolitix.com tools to develop a retirement cashflow strategy that aligns both business and personal financial goals for a smooth and secure transition.
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Monthly Estate & Legacy Planning
Secure your family’s future
Monthly sessions to provide an in-depth and well-executed succession plan. Advice on estate planning, wealth transfer, and structuring assets for family or other successors, with advice on tax considerations and compliance.
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Full Support Access
Feel supported when questions arise.
Ongoing support by phone or email for questions, with proactive strategy updates as needed. ensuring you have the key information and insights you need throughout the transition process.
Your Commitment
Ake is here to be a true partner in your business journey. For our packages to deliver the results we know they can, your active participation is crucial. To guarantee results, we’ll ask you to:
Complete action steps after each session—these are designed to move your business forward in a measurable way.
Be transparent and proactive in providing business data and feedback.
Stay engaged in goal-setting and tracking, so we can adjust strategies as needed to achieve your outcomes.
Be motivated and driven!
Take the first step today.
Book an introduction call to find out if your business is a good match for the Family & Future packages.