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
Can financial advice help when I sell my business?
Get in touch today and let's talk about your exit plan.
Ever since I left my personal pension with Simpson financial I never had one minute of doubt about my financial future. Many thanks.
Paul O'Neill
We are both very happy with the service from Chris, which includes sensible financial guidance to enable Simpsons to make the right financial decisions for our best interests.
Very happy with the portfolio performance and applications, which thanks to Chris's guidance we can conveniently access to monitor status.
We find Chris easy to do business with. A good listener, patient, ...
Shaun and Lorraine Billeness
I have been a client of Simpson Financial Services for many years now and have always found the whole team - led by Rob Simpson , Managing director, to be most professional , helpful and prompt in all dealings.
They have grown my portfolio despite all the ups and downs of the markets during the past few years. Regular reviews are arranged to keep me informed and help and information are...
Peter Griffiths
One particular quality that stands out for me, is that the team has always been courteous when handling any of my information. They also found me a great mortgage deal!
Catherine Wilson
Hannah has been so lovely.
I’m so grateful to her for her warm, friendly approach & helping me understand matters that I previously couldn’t.
I would not hesitate in recommending Hannah & always feel like I’ve visited a friend who certainly knows ‘her stuff’.
She has helped me ...
Debbie Constable
Hannah has been helpful in enabling us to become aware of the workings of the investment markets.
Beatrice Long
One of the features that Simpsons provide, which I really like, is the Personal Finance Portal. It gives me a great overview of my current portfolio which I can see at a glance. I have a great relationship with the team and I always look forward to the fun filled meetings we have. They did a great job advising me on the best ways of paying off my mortgage, so I would definitely recommend them!<...
Dave Kaczur
Everyone at Simpsons is very friendly and helpful. Portfolio details/changes are explained in terms that I, with no previous experience of an investment portfolio, can understand.
Jayne Whigham
Great professional service, friendly and courteous staff.
Garry Bull
Simpsons have provided a financial investment and planning service for several years. I find them to be professional. Trustworthy, efficient and engaging. I enjoy doing business with them.
