Exit and Succession Planning

In today’s fast-paced business world, having a clear strategy and comprehensive planning for your exit and succession is essential. Whether you’re planning to retire, pass on the business to the next generation, or sell, we’re here to help you navigate the process smoothly.

We can assist you with developing a tailored succession plan, including options such as:

• Passing the family business to the next generation

• Selling to a third party

• Management buy-outs

• Selling shares back to the company upon retirement (company purchase of own shares)

We work closely with our clients, regularly reviewing both financial and non-financial goals that we’ve set together. This ongoing partnership ensures we can help you create realistic timescales and actionable plans to achieve your objectives.

Our clients who focus on working on their business rather than in it typically enjoy the most success. These businesses are more likely to attract buyers when the time comes.

No matter the size of your business, we can provide the support and direction needed to achieve both personal and business goals. Let us help you prepare for a successful exit.