MODULE 1: Is It Time?
- The decision framework for knowing when the timing is right
- Emotional readiness — the bit everyone skips and then regret
- Planning horizons: what changes depending on your timeline
MODULE 2: What's It Worth?
- How bookkeeping practices are actually valued
- The multiples explained — and what moves them up or down
- What's quietly increasing (or tanking) your value right now
MODULE 3: Choosing Your Exit Path
- The 6 exit strategy options available to you
- Honest pros, cons and real talk on each
- How to identify which path suits your situation and goals
MODULE 4: Making Your Business Buyer-Ready
- The 12 key areas that determine how attractive your practice is to buyers
- What to fix first and how long it realistically takes
MODULE 5: Implementation
- Systems, processes and policies that transfer with the business
- Staff training and retention through transition
- Marketing and sales strategy, crisis planning, business plan and management succession
MODULE 6: Finding & Screening Buyers
- Where to find serious buyers for a bookkeeping practice
- What an information memorandum looks like and why you need one
- How to screen tyre-kickers from genuine buyers
MODULE 7: Due Diligence & Negotiation
- What buyers will ask for — and how to have it ready
- Earn-outs, vendor finance, payment structures, restraint of trade — explained in plain English
MODULE 8: Client & Staff Communication
- When and how to tell your clients (and what happens if you get this wrong)
- Managing staff through the uncertainty of a transition
MODULE 9: The Handover
- What the transition period actually looks like in practice
- Your obligations, common trip-ups, and how to protect yourself
MODULE 10: After the Sale
- What to do with the proceeds (awareness content — not financial advice)
- The identity shift: who are you when you're no longer a practice owner?
- Your next chapter — on your terms
