Knowledge Centre

Exit on your terms, protect value, people, and legacy.

Valuations & Due Diligence 

1. What You Need to Know 

Exits take years, not months—start early. 
CBAs align valuation, tax, ownership, and management continuity so a transfer is financeable, fair, and future-proof. 

2. Why It Matters to You 

Preparation turns stress into strategy. 
Higher sale multiples and cleaner deals. 
Lower tax leakages. 
Ready successors and stable teams. 
Less disruption for customers and suppliers. 

3. Frameworks, Standards, or References 

Blend recognised methods with rigorous testing. 

  • Frameworks: DCF, EBITDA multiples, asset-based valuation; red-flag due diligence. 

  • Standards: IFRS for SMEs (measurement/disclosure areas). 

  • References: CIBA valuation/due diligence practice guidance. 

  • What your accountant will actually do: Build valuation models, perform financial/tax due diligence, draft red-flag reports, support SPA terms.  

4. How to Apply  

Work backward from your target exit date. 

  1. Define goals (price, timing, legacy). 

  2. Tidy financials and fix red flags. 

  3. Build a management bench and SOPs. 

  4. Choose a route (sale/MBO/family). 

  5. Execute and monitor post-deal metrics. 

 

5. Common Mistakes to Avoid 

Rushed exits leave money on the table. 

  • Starting too late. 

  • Overreliance on the owner. 

  • Tax ignored until signing. 

  • Weak documentation and KPIs. 

9. Need Help? 

Still stuck? We’re here to help. 

  • [Open a Support Ticket – tagged: Succession Planning]