Business owners | Planning for exit or succession
Planning for
Exit or Succession
Whether you’re thinking of selling, stepping back, or passing the reins, early planning pays off — both financially and emotionally.
Key Benefits
- Build a clear roadmap for sale, succession, or gradual exit
- Protect value and minimise tax on extraction or transfer
- Gain confidence and control over life after business
Our
Approach
Stepping away from a business you’ve built is one of the biggest financial transitions you’ll ever face. We help you plan it strategically — so you can exit on your terms, with financial freedom and peace of mind.
Our process starts with understanding what your next chapter looks like. Do you want to sell outright, gift shares to family, or reduce your involvement gradually? We’ll model your income needs and options, helping you achieve tax efficiency through reliefs like Business Asset Disposal Relief (formerly Entrepreneurs’ Relief) while protecting the value you’ve created.
We also help structure proceeds to support your lifestyle and investment goals — from tax-efficient reinvestment to long-term wealth preservation. By coordinating with legal and accounting partners, we ensure your exit plan is watertight, realistic, and aligned with your bigger picture.
