If you are a company director, owner or chief executive, you’ve probably found yourself over the years devoting a lot of time and energy to building up a successful and profitable business. But there will inevitably come a time when you’ll want to think about moving on and exiting the business.

In-depth planning is the key to getting this right. An unplanned approach to retirement or the sale of your company is likely to mean that you don’t maximise the value tied up in it, or get the best possible price for it.

This is a time when we can help. We advise business owners, directors and shareholders on how to put plans in place for the successful future transition of their business, devising an effective exit strategy that caters equally for their own personal financial requirements and the needs of those who remain in the business.

How we can help

We’ll start by asking you some searching questions about what you’re looking to achieve.

We’ll work with you to ensure you have the right personal wealth strategy in place that includes important elements like good pension provision, use of available allowances, an effective investment strategy for money you release from the business, and plans that ensure that your estate isn’t unduly exposed to Inheritance Tax in the future.

We recognise that effective exit strategy planning can often require the specialist skills offered by solicitors, accountants and tax advisers. Many of our clients already work closely with advisers in these fields and we are happy to work with them. Alternatively, we can introduce you to trusted advisers we regularly work with.