Succession planning

It’s never too early to start preparing your business exit plan, however far away that may be. Many business owners put off planning until it’s too late and rush into a sale, leading them to under value the business and preventing them from achieving the greatest return.

Looking to exit your business?

To help you plan for your future and the succession of your business, we've developed a succession programme that will get you on track to maximise value, prioritise your goals and, when the time comes, leave your business with the best deal possible. 

Take a look at our Exit Pathway programme.

Your Exit Pathway is tailored to your exact requirements, based on the three core stages:

1. Business analysis and plan creation

Firstly, we need to establish where your business is now and where you want it to be when you leave. Our team will review your business and current strategy, followed by a valuation from both technical and commercial viewpoints. The advice will be combined into an action plan for the business leading up to your exit. We'll talk you through the pros and cons of sellingmanagement buy out or employee ownership, then compare the time, probability and risks of each to ensure we pick the exit option best suited to you.

2. Implementation and ongoing assessment

Once you decide which strategy is right for you and the business, you can rely on our support to ensure everything goes to plan. You’ll be hearing from us regularly to monitor your business’ progress against the action plan, adjust the strategy as required and ensure your end goal remains suitable and achievable. 

3. Exit process

Having executed the action plan to maximise business value, your exit process will begin, either by starting a formal process to put your business to market or by evaluating a direct approach. Our team can advise you on the right deal, ensure that it’s on the best possible terms, for the greatest return, and that the completed deal is the same as the one agreed at the outset 

If you have a £1m+ EBITDA business with an exit on the horizon, fill out the form below to talk to our experts about our Exit Pathway programme. 

Trust planning and advice

Setting up a trust is one of the most tax-efficient ways to protect wealth for your heirs. Every day our advisers work with professional and private trustees, existing trust beneficiaries and people who want to set up just this sort of trust. Our aim is always to make the complicated simple – or at least as simple as it possibly can be.

Speak to an expert
Speak to an expert

Fill out the form below and one of our succession planning experts will be in touch to discuss how we can work together.

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