Investor: Succession & Exit Strategies
Kit’s upbeat energy, drive, and determination to achieve outcomes make working with her a pleasure rather than a chore. Her network of long-term associations demonstrate her ability to provide value over time, and to attract and retain the trust and respect of people she works with.
Business Investor
Flexible, Values-Led Business Transitions
Exiting a business is rarely a straightforward transaction. Every owner has different financial needs, family considerations, superannuation timing, lifestyle goals, and personal circumstances.
I invest in small and medium Australian businesses using ethical, personalised deal structures that allow owners to step away with confidence—without being locked into the rigid one-size-fits-all models common in traditional business-broker style sales.
I prefer to invest in businesses that are already under-management, or can be quickly transitioned to an under-management model.
Many business owners are ready for a new chapter, but overwhelmed by the complexity of selling and the limited number of buyers.
Some want to reduce tax impact across several years, others prefer a clean exit within 12–18 months, and some simply want the freedom to travel while receiving a pension-compatible income.
I structure deals that support these varied needs, helping owners release themselves from their business in a way that optimises their post-work lifestyle.
You can read more about Kimmaree Thompson’s experience on the ABOUT PAGE
- Please use the CONTACT/BOOKING page to book a free clarity consultation
bespoke for your lifestyle goals
Unlike many broker & marketplace processes designed to maximise commissions, rather than successful outcomes, my approach is direct, relational, and grounded in trust.
regional business has a community impact
I work collaboratively with business owners to explore innovative solutions to finance deals including: staged payments, and alternative timing for acquisition pathways —especially for businesses in regional, local, and family-owned sectors where continuity, legacy, and community impact matter.
it costs nothing to make an initial phone call
If you’re considering selling due to retirement, health changes, relocation, family needs, or simply wanting a fresh start, you are welcome to book a complimentary confidential 20-minute call.
You can also send a short pitch if you already have a business deal in mind.
everything begins with a conversation
Every conversation begins with understanding your goals—because your exit should work for your life, not the other way around.
Succession & Exit Strategies
Tailored Exit Strategies for Real-World Circumstances
Succession planning is deeply personal. Some owners want to fully retire, some want to stay involved part-time, and others want to ensure the business keeps supporting their family or community long after they’ve stepped away.
I offer strategy sessions for business owners who want clarity, options, and an exit pathway that aligns with their unique circumstances—not just the conventional “sell & dump” approach.
Together, we can work to map out what you need your exit to achieve: perhaps steady income for a set period, a transition that maintains pension eligibility, a structure that supports beneficiaries, or a model that allows the business to continue operating sustainably under new leadership.
Many owners don’t realise that staged payments, shared-risk models, vendor finance, or hybrid ownership transfers may serve them far better than a traditional lump-sum lowest price sale.
You can read more about Kimmaree Thompson’s experience on the ABOUT PAGE
- Please use the CONTACT/BOOKING page to book a free clarity consultation
we work with accountants & financial planners
For accountants, financial planners, and estate professionals managing the affairs of business owning clients aged over 60 or supporting families navigating a business crisis after a bereavement, a tailored succession strategy can help achieve smoother, more compassionate outcomes.
Whether the goal is to maximise value, minimise disruption, protect staff, or simply ensure the next chapter is financially secure, thoughtful deal design makes all the difference.
the time to consider options is before a crisis
If you’re ready to explore what a personalised succession plan could look like—whether you’re transitioning now or planning several years ahead—consider booking a confidential session to discuss the possibilities.
A well-designed exit from your business isn’t just a transaction; it’s a bridge to the life you want next.