Do you want a dream lifestyle with a business that ...

runs Easily

+

enhances your Wealth

+

lets you Sleep at night?

We believe Business Owners deserve their dream idyllic lifestyle

that is sculptured from life-changing business success!

We help astute Business Owners in the construction, engineering, and manufacturing sectors achieve …

FREEDOM

The freedom to work when and wherever they want.

ABUNDANCE

The abundance of wealth and personal fulfilment, both now and in the future. 

SURETY

The peace of mind knowing they have smashed the critical barriers obstructing their business, financial and personal dreams ... and enabling the transformation to a "happily ever after" lifestyle.

But first, do any of these 'owner issues' resonate with you?

*   Your business takes up too much time to do other important things in life … or

*   You feel trapped and frustrated because the business is so dependent on you … or

*   You’re not sure if your business can attract investors, or at what value? … or

*   You worry that a majority of your wealth is locked up in your business, and you want to take “some chips off the table” … or

*   You’re unsure of the best way to transition out of your business and into the next chapter of your life.

Good news ... there is a proven solution available!

Let me send you an information pack on "how" you can do it ...

Yes, send me the information pack

Testimonials

Master planning gives your business direction, and it is wise to start master planning early because it sets the strategy and tone for exactly what you want out of your business and your life. Our Transition to Freedom Blueprint (master plan) has created a pathway and a strategy for improving and making our business more attractive and valuable, as well as giving us a better understanding of where we sit from a business, personal, and financial point of view. We’ve really enjoyed the process and recommend the Transition to Freedom Blueprint Program with Greg any day of the week.

Master planning gives your business direction, and it is wise to start master planning early because it sets the strategy and tone for exactly what you want out of your business and your life. Our Transition to Freedom Blueprint (master plan) has created a pathway and a strategy for improving and making our business more attractive and valuable, as well as giving us a better understanding of where we sit from a business, personal, and financial point of view. We’ve really enjoyed the process and recommend the Transition to Freedom Blueprint Program with Greg any day of the week.

Rajiv & Kelly Midha

Owners - Goals A&N

Working with Greg in the Transition to Freedom Blueprint Program and creating my master plan has set things straight for me and my business. I've now got a clear picture of where I'm heading, aligning the business direction with my personal and financial goals. The Transition to Freedom Blueprint (master plan) that’s been created has laid out my dreams, strategies, and actions just as I needed them – it’s simple, makes sense, and gives me a more confident feeling about the future.

Working with Greg in the Transition to Freedom Blueprint Program and creating my master plan has set things straight for me and my business. I've now got a clear picture of where I'm heading, aligning the business direction with my personal and financial goals. The Transition to Freedom Blueprint (master plan) that’s been created has laid out my dreams, strategies, and actions just as I needed them – it’s simple, makes sense, and gives me a more confident feeling about the future.

Ryan Young

Owner - Raw Worx

I tell people I've done this program by coming across this guy via LinkedIn ... and that's not something I would normally do. But something about your character appealed to me, and I'm now very happy I've done the Transition to Freedom Blueprint Program with you, Greg. I've now even recommended your program to colleagues and friends. Your patience and advice in the program were excellent, and your willingness to help was fantastic. You're an easy person to turn to and ask for advice. The program has now given me a better understanding of how to improve my business's performance...

I tell people I've done this program by coming across this guy via LinkedIn ... and that's not something I would normally do. But something about your character appealed to me, and I'm now very happy I've done the Transition to Freedom Blueprint Program with you, Greg. I've now even recommended your program to colleagues and friends. Your patience and advice in the program were excellent, and your willingness to help was fantastic. You're an easy person to turn to and ask for advice. The program has now given me a better understanding of how to improve my business's performance and value whilst delivering better solutions for my work-life balance. I'm very excited about the future ahead.

Chris Swane

Partner - Bennett & Bennett

In my 45 years as a Chartered Accountant in Australia, I've encountered many business owners who dream about successfully transitioning out of their business but have no idea what it takes to turn that dream into reality. Greg Boyer is not one of those who just dream; he makes dreams a reality. Greg has a wealth of knowledge and experience surrounding "what to do" when transitioning from a business, "why it needs to be done”, and "how to get it done". He is highly organised and has been instrumental in taking one of his small businesses from “start-up” to being...

In my 45 years as a Chartered Accountant in Australia, I've encountered many business owners who dream about successfully transitioning out of their business but have no idea what it takes to turn that dream into reality. Greg Boyer is not one of those who just dream; he makes dreams a reality. Greg has a wealth of knowledge and experience surrounding "what to do" when transitioning from a business, "why it needs to be done”, and "how to get it done". He is highly organised and has been instrumental in taking one of his small businesses from “start-up” to being listed on the Australian Stock Exchange. If you would like help in taking your business transition from a dream to a reality, I would not hesitate to recommend Greg Boyer to assist you in the process.

Rob Glynn

Managing Director - Tucker Glynn

Greg was instrumental in the setup, structuring and operation of successful small businesses we have started together, one of which listed on the ASX in 2016 for a value of over $500 million. His knowledge of how to get a business started, the legal structures to use, and the best ways to assess & document critical business strategies are second to none.If you want the right help to grow business value and transition successfully, Greg is the business advisor I would highly recommend.

Greg was instrumental in the setup, structuring and operation of successful small businesses we have started together, one of which listed on the ASX in 2016 for a value of over $500 million. His knowledge of how to get a business started, the legal structures to use, and the best ways to assess & document critical business strategies are second to none.

If you want the right help to grow business value and transition successfully, Greg is the business advisor I would highly recommend.

Steve Day

Managing Director - Rocklee Capital

Greg’s journey to become a certified Exit Planning Advisor (CEPA) has been hard-fought and won. From my own work, I know the value of planning and having someone to provide leadership through major life transitions. And there are few bigger life transitions than a business owner looking for an exit with a strong legacy. I have seen the process Greg has built for working with his clients, and I have no doubt he will deliver a significant positive impact for many people.

Greg’s journey to become a certified Exit Planning Advisor (CEPA) has been hard-fought and won. From my own work, I know the value of planning and having someone to provide leadership through major life transitions. And there are few bigger life transitions than a business owner looking for an exit with a strong legacy. I have seen the process Greg has built for working with his clients, and I have no doubt he will deliver a significant positive impact for many people.

Rick Walker

Chairman - Lorica Partners

Many people talk about exit and succession planning, but few have had the breadth and depth of experience, as well as the success, that Greg has achieved.  I was impressed with the conversations I have had with Greg about his deep thought in the area.I was also impressed with how much of a sincere, nice person Greg is...in fact a gentleman! I wish him all the best.

Many people talk about exit and succession planning, but few have had the breadth and depth of experience, as well as the success, that Greg has achieved.  I was impressed with the conversations I have had with Greg about his deep thought in the area.

I was also impressed with how much of a sincere, nice person Greg is...in fact a gentleman! I wish him all the best.

Peter Hickey

President - Institute of Advisors

Watch Bob's Business Journey ...

Which decision would you take?

I want to take ACTION!

We believe visionary BUSINESS OWNERS truly deserve the privilege to transition out, transfer or sell their business;

* When they want
* For the money they need
* To whom they choose
... so they can live happily ever after!

We help transform construction, engineering, & manufacturing businesses ... making them more valuable & transferable for their owners + highly sought after by their acquirers!

What's at risk?

Essentially your health and your wealth! You don’t need the continued frustration from the demands of the business, nor the worry about the future for yourself, your family, your employees and your other important stakeholders.

Don’t risk being with the 95% of business owners that can’t sell their business or don’t get the end result they desire.

This only leads to lifelong regrets.

How we help business owners like you

Using value-enhancement and exit planning (master planning) principles, we help business owners cultivate valuable, transferable and attractive businesses aligned with their business, financial and personal goals.  We create time and unlock wealth.

Here’s how the process works …

Step 1 – Contact our Founder (Greg Boyer) via the “Get In Touch” page on this website, who will send you more information on our master planning program, the Transition to Freedom Blueprint Program. 

Step 2 – If the program interests you, the next step is to book a complimentary call with Greg to determine if we are a good fit for each other.

Step 3 – If the Transition to Freedom Blueprint Program is what you are after, we get going on the 1:1 engagement to deliver your bespoke Master Plan so you can start your journey to live “happily ever after”.

What to do ...

Don’t delay!  The sooner you start your master planning process, the sooner your business can become less dependent upon you as the owner and more attractive (with a higher value) to acquirers.

If you want peace of mind and confidence that you can transition or exit from your business in the timeframe you want, for the money you need, and on the terms you desire, then let’s start the process and let Greg know you want more information NOW.

It’s the first step on your journey to living your next chapter of life “happily ever after“!

Get more info from Greg

Maximise the value
of your business

Everything we do is focused on helping Business Owners PROTECT, GROW, and REAP THE REWARDS of their life’s work.

We have the tools, methods, and approaches to help you (the business owner) accelerate your business value and improve transition or exit outcomes when that time comes.

Transition out
with success

You’ve put in tremendous effort to get your business to where it is today – so let’s lay the foundation to prepare you personally for a successful transition while ensuring your business – and your people – will continue to thrive without you.

We can help build that foundation for you.

Live your
desired lifestyle

What’s your dream lifestyle? What’s holding you back from living it?

Would you like the freedom to transition out of your business when you want, so you can do what you want without any business remorse, financial restrictions, or personal regrets?

We can show you how.

Frequently Asked Questions

Click on the question for the answer …

Master planning is a strategy that should be implemented from the day the business opens, not at the end.  Master Planning focuses on drivers that enhance the value and efficiency of the business NOW, not just into the future.  It also focuses on helping the owner reach their near-term and long-term financial and personal goals ASAP. 

Experienced business owners know it takes time to properly implement business strategies.  From my own experience, it took 5 years of planning and executing master planning strategies to reach our goal of listing on the Australian Stock Exchange.  It is common for SME’s to take between 3 to 5 years to reach their owner’s goals, so the sooner planning starts, the better. 

Who knows, an acquirer might even knock on your door in that time.  Will you be ready to get the best value out of your business in that case?

The other factor to consider is that 50% of business owners don’t get a say when they transfer or sell a business because of the five D’s (death, disability, divorce, disagreement & distress). Do you want the peace of mind knowing you can pass the business on in great shape to your family and employees, no matter what unexpected event may happen?

At the end of the day you should ask yourself … “When would I like to have the freedom to choose when I work, where I work without financial restrictions, personal regrets or business remorse?”  

You have two choices …

1. Well into the future (the solution then is to just do nothing); or

2. As soon as possible (the solution here is to start your Master Planning NOW … contact Greg to start your journey)

This is a common issue for many business owners … not enough time.  You then must ask yourself … “What are my priorities in my business and my life … to constantly be putting out fires or find a way to stop the fires from starting in the first place?”  

Committing to the process of master planning will give you solutions to stopping fires before they start.  It will also help you find more freedom and also enhance the value of your enterprise. The time invested in master planning will reward you substantially more that just doing the same thing (that is not working), day in, day out.   So what’s your priority?

The primary difference between a family business and a non-family business comes down to the exit options chosen by the owner (i.e. transfer to the selected family members, or the choice of 7 other exit options).  All value enhancement strategies, goal setting, strategic planning and closure of the gaps holding the owner back from their dreams remain the same.  Master Planning is just as effective on family run businesses as it is on non-family run businesses.

If you owned a Formula One car, would you let anyone with a drivers licence take it for a spin, or would you insist only a specialist driver could take it out?  Your business is like a Formula One car, and it’s probably your most valuable wealth asset.

Now I’m sure your Accountant and Lawyer do a great job at their profession, but have they been trained in the many facets of master planning? I would not use an electrical engineer to build a road, nor a civil engineer to rewire my building. You need to get specialist advisors for specialist services. Master planning is a specialist service that requires the appropriate training, project management acumen and experience to carry out the Business Transition project successfully for the business owner.

Your Accountant and Lawyer should still play a big part in the master planning, but it is recommended to use them, and any other specialist advisors you use, for their respective skill-sets, and not in the specialist business transition role overseeing your largest and most critical wealth project.

These terms can be used for the same process, but it may dependent upon the country you are located in. 

In terms of “best-practice” standards, there should be no difference in the fundamental process encompassing three foundational goals for business owners … business goals, personal financial & risk goals and the owner’s personal goals. 

Boyer Business Advisory primarily uses the term “Master Planning”, and these three goals are front and centre when undertaking master planning with a client.

The terms “Business Transition Planning” and “Exit Planning” should also include these three goals, but some advisors may only address the business goals when talking about transition or exiting a business.  If advisors only focus on business goals, this is not true exit planning in accordance with the standards promoted by the world-renowned Exit Planning Institute (“EPI”) in the USA. 

Excluding financial & risk goals and personal goals in the planning process leaves the business owner at risk of transitioning out from their business without sufficient regard and assessment of their financial state and personal aspirations.  Survey statistics from EPI show 75% of owners regret their decision to leave their business due to insufficient planning around their financial and personal goals. 

It is recommended that you check with the advisor undertaking the services about which of the foundational goals are included in the terminology being used.