Business Capability Series - How to plan and prepare to exit and / or sell your business (Westport)

19 June, 2023
Free to attend
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DWC has partnered with BDO to host a free workshop for West Coast businesses to discover how to prepare your business for sale or exit.

Are you a business owner struggling to sell your business?

Are you looking at retiring and haven’t worked out what you will do with your business, or what options are available to you?

Are you looking to pass the business to a family member?

Would you like to plan ahead and learn the necessary skills and knowledge to successfully exit from your business sometime in the future?

DWC has partnered with BDO and is pleased to bring this free workshop to the West Coast business community as we relaunch our Business Capability Series.

Our first workshop aims to provide you with the skills and knowledge to create an effective plan and prepare to exit and / or sell your business, now or in the future. A business exit strategy is an important strategic approach all business owners should consider and is designed to maximise the business’s future value and facilitate a smooth transition, minimising potential risks and financial transactions.

The workshop will consist of an initial high-level discussion on how to exit your business, the options available to you, how to prepare for exit and a contextualised discussion on selling in our region. The facilitators will work through a planning checklist that ensures you and your business are ready for the future, be it selling, succession or something else and all that is required.

Don’t miss out on this great opportunity to learn more about this important step for all business owners!

The includes:

  • Sale of business
  • Employee buy out
  • Structured realisation of assets
  • Generational succession including - capability assessment, financing, control issues, process and transfer and succession steps

Meet the facilitators

Phillip Roth - Director, Advisory Partner, BDO

Phillips expertise in business development for both commercial and Not-for-Profit enterprises and is passionate about quality governance, growth planning and advisory boards. Phillip enjoys working with a number of Māori businesses across Te Waipounamu and leads the BDO Christchurch Māori business team.

Steve Papps - Senior Advisor, BDO

Steve has been in the finance industry for over 30 years. Steve has an extensive and varied management background. Prior to joining BDO in 2012, Steve’s main background was in the banking industry with BNZ. His specialist area was lending, and roles covered a wide range of business areas including the primary and commercial sectors.

Event Details:

  • Monday, 19 June
  • 1.30pm – 4.30pm
  • Club Buller – 44 Queen Street, Westport
  • FREE to attend


If you can’t attend this workshop, please email us at and once available, we will send through the workshop recording.

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19 June, 2023
Free to attend
Visit website

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44 Queen Street, Westport 7825, New Zealand