A Greater Return On Your Legacy
Business Owner Transition is a method of exiting or growing a private business, over time, to an external talented person with capital. This person works full-time in the business and buys shares in the business over time and to an agreed plan. A governance process is set up to ensure the transition meets your needs.
Maybe you still enjoy working in your business but want to work on the parts of the business you enjoy or are good at? Or do you simply want more free time? If you are committed to leaving a strong legacy behind, you don't want to leave it to the wrong people. A professionally facilitated business owner transition could be what you need. Achieve your goals through Platform 1 by finding a talented person to work alongside you, help grow the business and buy you out gradually.
With Platform 1's expert business owner transition process, you can enjoy the future you've always wanted.
We’ll help you get positioned to work only on those parts of the business you enjoy or where your skills are most valuable. At the same time, we’ll help you plan and implement a staged exit that delivers you more wealth than an outright sale could ever achieve.
Does your business have opportunities that you haven't yet been able to capitalise on? A fresh injection of talent and capital could take your business to the next level and achieve its potential.
Bringing a skilled person with capital to work in your business can often help take it to the next level and make your vision a reality.
"No, but with the right business succession strategy, you can find one who helps you grow and exit your business on your terms. If you're a business owner thinking about your exit strategy, it's time to look beyond the traditional exit strategies. There's a smarter, more strategic path: finding a Business Partner who is also your Exit Partner.
Learn moreThe client is a medium sized Electronics Manufacturing business. The company was founded in the 1980's, recognising the growing need for electronics installation and service in the Marine industry.
Learn moreAfter a referral, I engaged Platform 1 to facilitate a challenging succession plan for my business. It has been highly successful and I’m delighted with the result and the successful candidate. I highly recommend Platform 1 for business owners wishing to transition out of their business over time while realising great value.
We engaged Platform 1 to assist with the appointment of a General Manager with a view to succession planning. One of the unique features was the introduction of a mentor for our organisation. This has proved to be an extremely successful commercial arrangement.
I was tired and saw business opportunities but did not have the time or enthusiasm to realise the growth. Platform 1 found a leader who will buy me out over 5 years and set up an advisory board for governance and to ensure we stayed on track. I am pleased to say that with the help of Platform 1 we are well on the way to doubling the size of our business and I can see a business exit for me that will deliver more wealth for a rewarding lifestyle.
Our business was the leading player in its FMCG category with strong export and ran as a family business until I needed to be less involved. We worked with Platform 1 and were able to appoint a new leader who took an ownership attitude and worked closely with me. They quickly got to grips with the business and made some strong gains, until an approach from a major industry player “made us an offer we couldn’t refuse”. The partnership with Platform 1 worked smoothly and gave us some excellent options for talent.
Our experience with Platform 1 helping with the sale of specifically my shares of our ongoing business has been excellent. Finding a new Business Partner who must be compatible with the continuing shareholders can be tricky unless you spend a lot of time together. Their methodology allows for just that to happen and worked a charm. Platform 1's efforts were outstanding and yielded a broad range of qualified parties interested in taking up the opportunity offered.
I can’t speak highly enough of Platform 1. Not only is their service polished and professional, but they really went the extra mile in smoothing out any road-bumps along the way. The Platform 1 process is low risk and affordable which provided me with peace of mind and confidence in my investment. I highly recommend Platform for anyone seeking to enter the business world seamlessly and securely.
The experience has far exceeded my expectations. The care and experience which the Platform 1 team bring to the process is invaluable, and almost guarantees success. I would recommend Platform 1 without hesitation or qualification.
We found it invaluable to have Simon as an independent third party, helping us both to navigate the sensitive issues. If you’re going to work together successfully you need to arrive at a point of agreement with both parties feeling comfortable about how they got there. Simon’s involvement enabled us each have our say on the more difficult issues with Simon guiding us both to the sensible landing place on any issue. Simon has been diligent in keeping us on track with regular scheduled meetings and that will continue for some time. We wholeheartedly embrace and recommend the Platform 1 process and Simon’s role in getting our deal across the line.
Canterbury is tipped to lead the way in new home builds in NZ and this company is poised for growth. This business has a well-established building division plus a panels manufacturing plant. The building side focuses on design-led energy-efficient homes so is already ahead of current building code compliances whilst the manufacturing plant has scope for growth beyond the existing sales area.
Learn moreThis reputable and iconic joinery business is based in Rotorua and has served the greater Bay of Plenty region for decades. They have the plant, the showroom and most importantly the talented team to create timeless timber joinery for innovative kitchens and cabinetry solutions for both commercial and residential premises. The Owner is seeking a Business Partner with strong operations and project management experience, an entrepreneurial leader to take the business to the next level.
Learn moreThis large exceptional business is well run, with strong future scope for exploiting the growth opportunities that exist. The business is very successful in selling House and Land packages, and their target market has been those that are new to building a home, and immigrants to New Zealand. In the past seven years, the business has received numerous awards within their group.
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