Three programmes for three stages of thinking about what comes next.
Each programme is self-contained and designed for a different level of readiness. Some participants complete all three; others begin where their most pressing questions sit.
← Back to HomeMethodology
Each Bamboo Gate programme follows the same underlying structure: a progression from orientation (understanding the landscape) through analysis (applying frameworks to your own business) to output (a written product you can use).
This sequencing is not accidental. Most exit-related confusion stems from owners trying to make specific decisions without having first mapped the territory. Our programmes insist on that mapping phase before moving to the detail.
Cohort sizes are capped at twelve. This is small enough for genuine discussion and for facilitators to give meaningful attention to each participant's situation without allowing the programme to drift into individual advisory sessions.
Quality assurance
- All materials reviewed before each cohort
- Structured participant feedback after each programme
- Facilitator calibration sessions between cohorts
- Legal and regulatory content updated as required
Typical timeline
- Exit Foundations — 4 weeks
- Valuation Basics — 6 weeks
- Succession Full Programme — 10 weeks
Exit Planning Foundations
Four weeks · HKD 1,780
For owners of small and medium businesses in Hong Kong who are starting to think about an eventual exit — whether to family, to a third party, or through a wind-down. This programme covers the different forms of exit available, the broad timeline considerations, and the financial separation work that typically precedes any successful exit. It avoids transaction advice and focuses on the thinking that happens before engaging corporate advisors.
What participants learn
- The main exit routes available to Hong Kong SME owners
- How personal financial objectives shape exit choices
- The financial separation work that comes before a transaction
- Broad sequencing of the exit process
- When and how to engage professional advisors
Programme steps
Programme details
Programme details
Business Valuation Basics for Owners
Six weeks · HKD 2,680
Aimed at helping owners understand how their business might be valued — and more importantly, why different valuation methods give different answers. Modules cover the common approaches used for small businesses in Hong Kong, the documentation that supports a credible valuation, the gap between owner-perceived value and market-achievable value, and the steps often taken in the years before sale to narrow that gap.
What participants learn
- The main valuation methods applicable to HK SMEs
- Why the same business receives different valuations from different parties
- Documentation that supports a strong, credible valuation
- Common owner biases that inflate perceived value
- Steps taken pre-sale to narrow the value perception gap
Programme steps
Succession Planning Full Programme
Ten weeks · HKD 3,280
For owner-operators considering family succession — a complex topic that requires both financial and relational work. Modules cover governance structures, the gradual transfer of responsibility, training and integration of successors, tax and estate considerations in Hong Kong and across borders where relevant, and the family conversations that make formal structures meaningful. Participants complete a written succession framework.
What participants learn
- Governance structures suited to family succession
- Sequencing the transfer of responsibility over time
- Successor selection, readiness, and integration
- HK tax and estate considerations for family transfers
- Cross-border considerations where assets or family are offshore
- Family conversations that make formal structures work
Programme steps
Programme details
Which programme fits your situation?
Use this table to consider which programme is the most appropriate starting point. Many participants complete more than one over time.
| Situation | Exit Foundations | Valuation Basics | Succession Programme |
|---|---|---|---|
| Just beginning to think about exit | Recommended | Later | Later |
| Considering a third-party sale within 3–7 years | Yes | Yes | Optional |
| Planning to pass business to family | Yes | Yes | Essential |
| Unsure what valuation to expect | Optional | Recommended | Optional |
| Successor already identified but integration uncertain | Optional | Optional | Recommended |
If you are uncertain which programme to begin with, contact us and we will help you think it through without any obligation.
Shared across all programmes
Educational independence
No commercial relationships with advisors or brokers. No referral arrangements.
Cohort confidentiality
All participants agree to mutual confidentiality before programme commencement.
Regular content review
Materials updated to reflect changes in HK law, tax, and regulatory practice.
Small cohort sizes
Maximum 12 participants per cohort. Genuine discussion, not passive attendance.
Written output included
Each programme produces a written document participants can use beyond the classroom.
Post-programme support
A follow-up check-in session is included for all participants after programme completion.
Not sure where to start?
Reach out and we'll help you think through which programme fits your current stage of thinking. The conversation carries no obligation.
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