Your Plan Manager – Corporate Adviser

Chessboard is proud to have supported Your Plan Manager (YPM) on its sale to Kismet.

Chessboard acted as Corporate Adviser to YPM.

YPM Logo

YPM is a leading plan manager offering personalised NDIS plan management solutions and dedicated human support, informed by lived experience of disability, helping participates navigate their unique path towards enhanced capacity and independence.

Tanya Walford , Founder of YPM says:

“Cheyne and his team worked tirelessly to support us through our decision to sell our business. During this time they prepared and presented our business information and provided invaluable advice regarding the implementation of our exit strategy, including working closely with our legal and financial advisors.

When negotiations continued and became more serious, Cheyne and the team lead negotiations with Kismet and managed the due diligence process so that I was able to focus on the day to day running of the business.

Most importantly, having an advisor like Cheyne removes the emotion out of the sale, which ensures you are able to just focus on the outcomes rather than small details. I cannot recommend Chessboard’s skills highly enough.”

As part of our engagement, Chessboard:

  • Acted as a corporate adviser to YPM
  • Supported the preparation and presentation of business information
  • Advice regarding implementation of exit strategy
  • Lead negotiations with Kismet
  • Managed due diligence process
  • Worked with YPM’s legal & tax advisers

We are proud to have supported YPM to maximise the outcomes of their sale process.