Exit & succession planning.

Leaving your business in safe hands

It is a great achievement to create a business, but what happens when the time comes for you to move on to the next chapter in your life? How can you secure the financial value of your investment to provide for you and your family? How can you ensure that your legacy will be protected for the future? 

Over many years we have accompanied business owners on their journey as they pull back from running an enterprise. The objectives can be varied – whether it is an outright sale or allowing one shareholder to leave without disrupting the business, helping the next generation take over or preparing the structure so that such decisions can be made easily in the future. 

Whatever challenge you may be contemplating, we will have trodden a similar road with other clients before. We share this experience to help navigate the path through the possible options, the legal documents required, and the tax traps that need to be negotiated.  

We provide both practical and thoughtful advice on achieving your objectives combined with a working knowledge of the tax reliefs available to minimise the tax burden along the way.

Recent projects have included:

• A Management Buy-Out to allow a younger team to take over from the original owners.
• Sale of a successful professional business to a corporate consolidator in that sector.
• Achieving the separation of two distinct business activities with minimum tax paid to allow for their separate development and exit.
• Allowing a minority shareholder to leave an established business without disrupting it financially, and with the minimum of tax paid.