Meet the Team
We're a small team that loves what we do, and who we do it with.
Every single person on the team is committed to helping our clients maximise business value and achieve a successful exit.
Simon BedardFounder and CEO
Simon has over 20 years’ experience in the finance, investment, energy and technology sectors. His experience includes working for one of Australia’s largest banks, as an investment advisor to high net worth clients and private companies, in their Institutional Banking and Global Markets division. As an entrepreneur, Simon has started, bought and exited companies.
Simon has earned an MBA (with distinction) through RMIT and a Diploma of Financial Markets through the Securities Institute of Australia. He is a licensed Business Broker, and is a member of the Australian Institute of Company Directors. He also currently sits on the Board of Wheelchair Rugby League Australia, and is involved in a number of technology start-ups.
Simon’s passion is helping business owners build value in their companies. He understands that every entrepreneur dreams of reaping big rewards when they exit their business, but too often they fail to achieve their potential because they are not aware of the key drivers of value, or haven’t implemented them before it’s time to exit.BOOK A CALL
Shanti BedardMarketing Director
Shanti has over 20 years’ experience in marketing and operations within the financial services sector, and management consulting in the private and government sphere. Over her career Shanti has enjoyed working with clients and businesses in over 19 countries, from multinationals with large global footprints, to government organisations and SME's.
Shanti’s experience, coupled with her understanding of being a business owner, has shaped the way she approaches business. Her passion lies with helping businesses improve and grow in a way that maximises company value. Knowing the challenges that business owners face, her mission is to help them create freedom and options, so they can take their business to new levels and enjoy a lifestyle they deserve. And, when they are ready, achieve the business exit they want, on their terms.
In Australia, almost 80% of business owners plan to transition over the next 10 years and 66% do not have a formal exit strategy or succession plan. Shanti's goal is to reach as many business owners as possible and provide the right tools, systems and actionable insights to ensure that they can extract the wealth they have created in their companies and achieve the freedom they deserve.BOOK A CALL
Mark LevittPrincipal Advisor
Mark is a Chartered Accountant with over thirty years of financial and commercial experience. He has worked across a diverse range of industries and organisations, from the Big Four accounting firms to the Big Four banks. Mark has also had experience across funds management, financial services, manufacturing, distribution and hospitality.
Having worked initially with large corporates, in the last fifteen years Mark has spent significant time providing consulting and business improvement services to SME categorised businesses. These services have incorporated business turnarounds, restructuring, capital and debt raisings, business planning and forecasting.
As a previous business owner and having worked alongside many over the years, Mark has a deep understanding of the motivations and drivers for owners wanting an effective exit from one of their primary assets.BOOK A CALL
Brent McDonaldBusiness Broker & Advisor
Brent has over 30 years’ experience both as an entrepreneur that has built and exited his own company, and in senior management roles across a number of Australia’s largest business sectors, including Petroleum, Financial Services and Business Services.
Leadership roles in organisations with a national and global footprint, including Mortgage Choice and Caltex have led to Brent’s specialised franchise expertise. Brent played a key role in taking Mortgage Choice from a small franchise operation to a leading Australian financial institution listed on the stock exchange. He has held positions as NSW Chapter President of the Franchise Council of Australia (FCA) and was also a valued member of the FCA National Board and awarded a Certificate of Appreciation Award for his contribution to the FCA.
As a business broker Brent has facilitated many business sales. He has experience in all areas of SME business, including business sales and acquisitions, operations, marketing, sales, systems and compliance, field operations, business owner recruitment and selection, and financial management.BOOK A CALL
Cheska Mikaela KabilingOperations Manager
Cheska is a marketing & operations professional and has 7 years of experience working across a number of industries including real estate, broadcast media and outsourcing prior to joining Exit Advisory Group. She has a comprehensive understanding of marketing strategies, channels and tools, as well as business systems and process development.
Cheska’s career started with large corporates where she grew her leadership, marketing, operations and project management skills. She has then held senior management roles across a number of Australian companies where she managed and coached a big team, and helped them achieve results and optimal efficiency in their tasks.
Cheska has earned a Bachelor of Arts Degree in Communication (with great distinction – Magna Cum Laude Latin Honour) through a prominent university in the Philippines. She has also been a member of a national youth leadership organisation since 2012. Her passion is making a difference in people’s lives by adding value not only to business owners through the improvement of their business systems and processes, but also to her team members through her leadership.BOOK A CALL
Anita AxeCommunity Engagement Manager
With 10+ years’ experience in management, marketing communications and administration, Anita is well suited to her role as Community Engagement Manager. Anita shares the passion and values of Exit Advisory Group as we work with clients to achieve successful outcomes in business sales, maximising company value and exit planning. A key priority for Anita is managing our communications across various platforms ensuring our key messages are shared directly to our community with care and commitment. Having previously worked for a company that went through a business exit, Anita is in a unique position to understand the demands and challenges business owners face.
Charlayne AquinoMarketing Assistant
Charlayne brings 3 years of digital marketing and administration experience to the team. Before joining Exit Advisory Group, she has worked in the outsourcing industry where she was able to hone her skills in content research, social media and email marketing. Charlayne assists the team in the execution of the marketing strategy and supports the company with lead generation activities.
We believe that entrepreneurs are the ones that truly change the world.
We believe that business owners should be rewarded for making a difference, and the sacrifice they make on their journey.
We were not born to business.
We were born to live life.
Our business should be the vehicle to help us achieve what we want in life.
Our Core Values
hover over each value to read more
Doing your best work upfront - collaborating with others to find the best solutions - persevering through challenges to deliver the best outcomes.
Diversity, Humility, Acceptance. We are all different, and diversity is a strength.
People achieve their best when they can be themselves, and they feel happy and safe in their environment. We want to create an environment of warmth and belonging. Work/Life balance is a misnomer. We want to love what we do, and integrate work and life. We don't have to wear different masks.
We do the right things right.
Make the complex simple, and the simple compelling.
The willingness to be generous upfront and take a chance on others. Trust that by acting in this way, we will attract like minded people that are a pleasure to work with.