Business exit planning
Starting your own business is a huge achievement, but so is exiting it elegantly and successfully. As you enter this new chapter in your life, you may need support and guidance on planning your business exit strategy, tax mitigation and retirement preparations, ensuring you take care of both yourself and your business.
Plan for your business with confidence
Being a business owner is rewarding and challenging all at once. You may have substantial financial assets, but little time to check if your wealth is working as hard as you are, or you may experience the bittersweet feeling of exiting a business you’ve spent years growing.
Our team of Wealth Planners understand the complexities that business owners face. You can expect a holistic approach, offering strategic advice and practical plans to manage your wealth before, during and after the sale, exit or closure of your business.
How we can help
Planning a business exit strategy involves taking the right steps to achieve your commercial and personal goals. Our services can help you fulfil both.
Wealth planning
Feel more confident in your future, as our experts bring clarity to your finances.
Learn moreCommon questions on business exit planning
This will depend on your circumstances, whilst we don’t provide tax advice, our Wealth Planners are all experienced in tax-efficient financial planning. They’ll make sure you’re using your allowances effectively and can help manage your estate planning and tax liability.
Expert guidance can help you find the right time to exit or sell your business. We can use cash flow modelling, for example, to review your income, expenses and investments. This will build a clearer picture of what - and how much - you need to achieve the best outcome for you, your family and your business.
If you’re preparing to sell your business, there are several types of exit strategy. To name a few, you could: sell or merge with someone else in your industry; sell shares to an investor or private equity partner; launch an initial public offering (IPO); or transfer ownership to a family member. Or you might want to elegantly close it down. A Wealth Planner can work with you to determine how much money you need from your business exit to live the lifestyle you want.
This is entirely up to you. We understand this can be a financial, lifestyle-related and emotional decision, and we’ll be with you every step of the way so you can make an informed choice. Pre-exit, we’ll help you review your financial circumstances and goals to help you feel prepared. And we can advise on when to transfer wealth to help maximise value for you and your business.
