Exit planning & preparation

Planning your business exit for maximum value

Whether you're planning to sell, retire, or pass your business to family, our expert planning helps you get the best outcome and smooth transition.

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Value maximisation

Strategic preparation that can increase your business value by 20-40% through proper planning and positioning.

Tax-efficient planning

Expert structuring and timing strategies that minimise your tax liability and maximise what you keep from the sale.

Smooth transition

Professional planning that protects your business, employees, and customers throughout the exit process.

Poor exit planning can cost your hundreds of thousands

Many business owners lose money because they don't plan their exit properly. Without professional preparation, you might be facing:

Undervalued sale price

Without proper preparation, buyers focus on problems and risks. Poor records or operational issues can reduce your sale price by 30-50%.

Unnecessary tax bills

Selling without proper tax planning can result in massive capital gains bills. Professional planning could save you tens of thousands in tax.

Failed sales

Many business sales fall through due to poor preparation. After months of disruption, you're stuck with a business that's lost value and key people.

Professional exit planning that maximises your return

Our comprehensive exit planning process helps you build value, minimise taxes, and ensure a successful transition for your retirement.

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Business valuation & improvement

Professional valuation with specific recommendations to increase your business value before going to market.

Tax-efficient exit structuring

Strategic planning to minimise capital gains tax, utilise available reliefs, and structure the sale for maximum tax efficiency.

Operational improvements

Systems and processes that reduce risks and make your business more attractive to potential buyers.

Clear financial records

Professional financial records and reporting that streamline the sale process and build buyer confidence.

Family succession support

Whether selling to employees, family members, or external buyers, we help structure transitions that work for everyone.

Complete exit planning services & support

Our exit planning services provide the specific analysis, reports, and strategies you need for a successful and profitable business exit.

Business valuation reports

Comprehensive business valuations using multiple methodologies with detailed analysis of value drivers and recommendations for improvement.

Exit readiness review

Complete assessment of your business covering financial systems, operations, and potential issues that could impact your sale price.

Tax planning & structure review

Detailed analysis of your current structure with recommendations for tax-efficient exit strategies, including EIS/SEIS reliefs and capital gains planning.

Financial systems upgrade

Implementation of professional financial reporting and KPI tracking that demonstrates business performance to potential buyers.

Succession planning documentation

Legal and financial frameworks for passing businesses to family members, including ownership transfer and inheritance tax planning.

Due diligence support

Preparation of comprehensive information packs and support throughout buyer investigations to ensure smooth completion.

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Our process

Planning your successful exit

Our comprehensive process typically takes 12-24 months and follows a proven framework that maximises value whilst minimising risk:

Assessment & planning

We conduct a complete business review, valuation, and personal goals analysis to create your customised exit timeline and strategy.

Value enhancement period

We implement operational improvements, financial system upgrades, and changes designed to increase your business value and attractiveness to buyers.

Exit support

When you're ready to proceed, we provide ongoing support throughout the sale process, from preparation to completion.

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Frequently Asked Questions

How long does exit planning typically take?

What's the difference between selling to employees vs external buyers?

Can you help with family succession planning?

Do you work with other advisors?

Ready to plan your business exit

Don't leave your business exit to chance. Our proven planning process helps you maximise value, minimise taxes, and secure the future you've worked so hard to achieve.

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