Scale, regulation and capital costs are reshaping SME exit strategies
Global headlines are dominated by moves like BHP’s renewed interest in Anglo American and the looming Anglo–Teck merger vote. These deals signal a market where scale and strategic clarity dictate who wins. At the same time, Canberra’s push for streaming quotas and tightening bank rules on trust lending show how regulation is becoming a decisive force in capital allocation. For SME owners planning an exit, these shifts matter because they influence buyer behaviour, valuations and deal timelines.
Morgan Shaw Advisory believes that in this environment, preparation is everything. Our EBITDA+ SIX STEPS TO SUCCESS™ framework is designed to help owners bridge the gap between current performance and maximum potential value. The businesses that thrive will be those that anticipate these macro trends and position themselves as “game ready” for sophisticated buyers.
Why this matters now
The cost of capital is rising, regulatory scrutiny is intensifying and strategic simplicity is prized. Large-scale transactions like BHP–Anglo highlight how buyers are prioritising assets that fit cleanly into long-term narratives. For SMEs, this translates into a sharper focus on quality earnings, governance and resilience. Buyers are less tolerant of risk and more selective about where they deploy capital.
If you are an owner considering a sale in 2026 or beyond, these dynamics mean you cannot rely on historical multiples or quick fixes. You need a disciplined plan that elevates your business above the noise.
Insight: what buyers are looking for
Sophisticated acquirers will probe deeply into financial strength, market positioning, operational maturity and ESG performance. If your business is not prepared, weaknesses will be exposed and value will erode. Conversely, a well-prepared business can command a premium and attract committed buyers who move quickly with fewer conditions.
Think of it as preparing for the Olympics rather than a casual gym session. Every element such as financials, processes, people, technology must be optimised. This is where many owners underestimate the time and expertise required. Quick transactions may suit brokers, but they rarely maximise value for sellers.
How MSA bridges the gap
Our EBITDA+ SIX STEPS TO SUCCESS™ process is built to close the gap between your current state and your desired outcome:
Strategic planning: Develop a comprehensive plan that addresses operations, finance, marketing and governance.
Resourcing and accountability: Assign clear roles and allocate resources to execute the plan effectively.
Action sessions: Intensive workshops to tackle critical issues and adapt to market changes.
Advisory committee: A focused group dedicated to increasing value and preparing for sale.
Operational improvements: Streamline processes, optimise efficiencies and invest in technology.
Market positioning: Enhance attractiveness to buyers through tailored marketing and risk management.
This approach ensures you are not just ready to sell, but you are ready to achieve the highest possible valuation.
Practical steps for owners
Assess your business against buyer priorities: earnings quality, governance, scalability.
Identify gaps between current value and potential value, and commit to closing them.
Build resilience into your model: diversify revenue streams and strengthen compliance.
Engage advisors early to structure a plan that aligns with your exit timeline.
Prepare for scrutiny: organise data rooms and documentation well before due diligence.
Ready to take the next step?
If you want to maximise your business value and exit on your terms, start now. Explore our resources at Morgan Shaw Advisory or book a confidential consultation to discuss your strategy.