Understanding where you are in the business lifecycle helps us tailor the right support.
Here's when Wombat WealthTM services make the biggest impact:
You’ve built a real business. Annual revenue is $5M–$50M. There’s consistency, maybe even a leadership team. But value is trapped, or there’s no clear direction beyond next quarter. This is when most founders should start planning for an exit, even if it could be 3+ years away.
You’re scaling or expanding fast and increasing value, but unclear how (or how much) this contributes to a maximum valuation or future exit.
You’re thinking about exiting your businesses. It could be a few years away. Or maybe a buyer reached out. You want to understand your options.
You are ready to sell, step back, or pass the baton within the next 6-18months.
Understand your business's true worth today and its potential for exit. We help you benchmark performance, uncover hidden value, and dynamically track your valuation progress.
We roll up our sleeves to uncover revenue, cut costs, and automate key functions through tech and AI. A signature Wombat Wealth program to increase value and sellability for founders ready to maximise exit value.
Collaborate with us and your stakeholders to design a tailored handover plan. Whether passing ownership to family, key staff, or via an Employee Share Ownership Plan (ESOP), we ensure a smooth, strategic transition
Get clarity on your ideal exit built around your goals, numbers, and timeline. We map the path so you can be prepared and make business decisions with confidence and control.
Secure the right buyer on your ultimate terms, whether it's private equity, a competitor, or an internal team member. When it's time to sell, we partner seamlessly with our licensed brokerage to manage the entire process, from strategic preparation to successfully closing the deal.
Our approach is tailored to your goals, timelines, and blind spots. Our engagements typically make sense for founder-led businesses that are thinking of exiting anywhere between 6 months to 5 years. Whether you need a quick valuation or a full run to market, we work with you to pave the way.
Ways to work with Wombat WealthTM:
Just need a valuation or a quick sanity check? We deliver standalone services with precision.
Monthly or quarterly check-ins, strategic input on key decisions, second opinions on buyer and boardroom moves, while tracking progress to your valuation, sale, and exit goals.
Focused, time-bound engagement designed to tackle specific priorities. We roll up our sleeves for a defined period and scope to meet specific business exit goals.
End-to-end execution across every stage of your exit journey. We lead the full process, from valuation and strategy to due diligence and deal negotiation, so you can stay focused on running the business while we run the exit.