Exit and succession planning

Plan ahead and save yourself stress

Leaving a business is a difficult time for any successful owner, especially when you know you’ve worked hard to get where you are. But it’s an inevitable part of the industry, so to ignore it comes at a cost.

We can help ensure a smooth transition to the next director or owner of your business, and advise wherever you need us most. We’ll talk to you like we have to countless other businesses, in designing an exit plan and strategy that is consistent with your end goals and retirement scheme.

We’d always advise planning as soon as possible, especially if you’re thinking of passing things on to a next-of-kin. You want everyone to be working off the same page – this is a great chance to get people in one room and discuss any issues they have, end any internal conflicts, and set the business up to thrive despite your planned exit. We’ll help you to leave a legacy you can be proud of.

This might mean selling the business, and if so, we’ll make sure you get as much money as possible. This will include working out the appropriate capital gains you may have made from assets and shares, and assessing how we can minimise them. We’ll advise and assess to give you the best result we can.