Positioning for success in 2026: why execution matters for SME owners
Markets may have appeared quiet over the holiday period, yet significant shifts are underway. Global equity markets were cautious, commodities outperformed, and gold reached new highs as investors sought safety. In Australia, the ASX held firm, supported by banks and resources, while private capital activity rebounded sharply. Mid-market M&A is gaining momentum, driven by succession planning and consolidation themes.
For SME owners, this is not a year to wait. Higher capital costs and persistent inflation mean buyers are selective, but appetite remains strong for well-prepared businesses. Execution will define outcomes in 2026.
Why this matters now
Economic uncertainty and structural changes are reshaping the deal landscape. Globally, leadership shifts in sectors such as electric vehicles and rising regulatory scrutiny signal a new era of strategic positioning. Locally, economists are divided on whether growth has peaked, yet private capital confidence is clear. For business owners considering an exit or growth strategy, timing and readiness are critical.
Insights
Mid-market transactions are accelerating as founders seek succession solutions and strategic buyers pursue scale. Despite higher borrowing costs, capital is flowing into businesses that demonstrate resilience and growth potential. This environment rewards preparation. Businesses that present clear financial performance, operational strength and market positioning will command premium valuations.
Conversely, those that delay readiness risk being overlooked or facing price pressure. In a market where policy risk and deal momentum coexist, disciplined planning is essential.
How MSA helps you prepare
At Morgan Shaw Advisory, we help owners bridge the gap between current value and future potential through our EBITDA+ SIX STEPS TO SUCCESS™ framework. This proven process focuses on:
Comprehensive strategic planning tailored to your business
Financial and operational readiness to withstand buyer scrutiny
Market intelligence and positioning to attract the right acquirer
Structured execution supported by an advisory committee
This approach ensures your business is “Game Ready” for a competitive market.
Practical steps for SME owners
Review your valuation from three perspectives: technical, owner and buyer
Identify gaps in financial reporting, compliance and operational efficiency
Prepare a strategic plan that aligns with your exit or growth objectives
Engage advisors early to manage negotiations and due diligence professionally
Consider succession and consolidation trends when shaping your strategy
Next steps
If you are considering an exit in the next 12 to 24 months, now is the time to act. Download our guide on preparing for a successful sale or book a confidential consultation with Morgan Shaw Advisory. Visit morganshawadvisory.com/resources for more insights.