Business Exit and Sucession

When you’re planning an exit, retirement or succession, careful planning preserves value and reduces risk.

It can be an emotional decision, so we work with you to make things as straightforward as possible.

There is a wide range of options when it comes to business exit and succession planning and many business owners accidentally choose a path that does not fit their needs.

Our expert team is on hand to make sure that you know your options and find the best way to exit your business.

For a tailored plan that protects the value you’ve built, speak to our team today.

Our specialists can help you boost the value of your business if the time has come to sell it and can advise on alternative means of exit if you are seeking something more tax-efficient.

We can talk you through every option available to you, so don’t hesitate to have a chat with us.

Selling your business

A well-marketed sale can unlock maximum value.

We start with an independent valuation and then prepare the business for sale to achieve the best possible outcome.

Our knowledge of the market has proved incredibly valuable to many business owners who have been able to retire happy knowing that their years of hard work have paid off.

Your buyers will be happy too, as we make sure your finances are in good condition so that the business can continue operating efficiently in your absence.

Whether you seek a trade sale, private-equity exit or strategic investor, we’ll position your business to achieve the best price and smooth completion.

Family succession

Prefer to keep the business in the family?

Passing it on either as a gift now or via your will offers continuity and lets your chosen successor learn from you firsthand.

You can step back gradually, staying involved where you choose while the new team takes on responsibility.

Succession can be a tax-efficient way to leave a business due to the lack of transactions, but you will want to keep an eye on family dynamics to ensure that drama will not derail your handover.

Having open, honest conversations can ensure everyone feels included and prepared for the change in responsibility.

We can help you approach some of these more challenging conversations will supporting you in strengthening the business’s lasting financial legacy.

Management Buy-Out (MBO)

Do you feel like letting your leadership team take the reins in your absence?

In an MBO, managers pool resources and secure financing to buy your shares.

This is a great option for letting those who know the business carry on with running it.

Our experts can help you get this set up with as little stress as possible.

Employee Ownership Trust (EOT)

Your business would not be in the place it is right now without the hard work of all of your employees.

Using an EOT is a great way to reward the people who built your success.

Shares are sold to a trustee for the benefit of all employees, which can serve to boost morale and encourage collective ownership.

Our expert team will help you get it set up and running and will continue to support the EOT once it is in control of your former business.

Finding the best path forward

When it comes to business exit and succession, there are a range of options and your business will be better suited to some over others.

We can help you understand what will work best given your circumstances and be one hand to continue supporting whoever runs the business after you.

For financial support that will last a lifetime and beyond, speak to our team today!