Exit planning

Exit planning

Is now the right time to leave your business? Are you prepared?

It’s never too early to think about what needs to be put in place - whether you’re a young entrepreneur selling a successful business or someone looking to retire.


Things to consider: 

  • Your reasons for leaving - personal, professional, or financial?
  • Do you want to cut ties, or retain an element of involvement, like a salary as a silent partner?
  • What's coming next for you? Retirement? Another business? Or just a hiatus, with no immediate plans?
  • Have you done enough preparation?
  • How will this impact customers and clients?
  • Is now the best time to make the move?
  • What is the actual value of your business?

It might be daunting, but professional and detailed guidance will ensure you get the best outcome – personally and financially.


How we can help:

  • Guidance around managing your future finance
  • Considering all of your options – for example, management buy-out, succession planning, or winding up completely
  • Personal tax implications
  • Retirement planning
  • The possibility of your decision affecting your mortgage


Get in touch today and let's talk about your exit plan.

Get in touch

Client stories

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Want to have a chat about your finances?

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    0800 6342 111

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